Add a Contact to a Company
Learn how to add a new contact person to a company from the call view, the company page and other places, and how to add a new number to an existing contact
Sometimes you know more than Funnelfeedr: the switchboard gives you a new name, someone refers you to a colleague, or you find a direct number yourself. Then you add the contact yourself, and it is saved on the company so that you and your colleagues find it next time.
Wherever the contacts at a company are shown, there is an Add button. It opens the same Add Contact form wherever you click it.
1. The Add Contact Form
| Field | What to enter |
|---|---|
| Name | The person's full name. The only required field. |
| Job Title | For example CEO or Head of Sales |
| Phone | The direct number or mobile number |
| The email address | |
| LinkedIn URL | The link to the person's LinkedIn profile |
Click Create. The contact is added to the company right away. If your CRM is connected, it is sent there too, and the message that appears tells you whether that worked.
2. From the Call View
When you call in a call session or from the queue, the Current Contact panel shows the person you are calling and the other contacts at the same company.
- Click Add in the top right of the Current Contact panel.
- Fill in the form and click Create.
The contact appears in the company's contacts right away, so you can call them at once.
When Someone Refers You On
If realtime transcription is on and the person you are talking to refers you to a colleague Funnelfeedr does not know about, the call panel suggests an Add button with the colleague's name. Click it to open the form with the name, and the number if it was said on the call, already filled in. Referred to this person is checked, so they will be called first next time anyone calls this company.
When You Save the Outcome
When you save a call outcome you can pick Who to call next time, or Referred to if you were referred. If the person is not in the list, type the name and choose Create contact "name". The form opens with the name filled in, and the next call to the company goes to the new contact.
3. From the Company Page
- Open the company, for example by clicking its name in a search or a list.
- In the Contacts box on the right, click Add.
- Fill in the form and click Create.
4. In Flow
In Flow, the company's contacts are shown in the Contacts panel. Click the button with a person and a plus sign (Add contact) in the panel header to open the form.
5. Add a New Number to an Existing Contact
If the person is already there but you found another number or a new email address, you do not need to create a new contact:
- Click the pencil (Edit contact) on the contact's card. The card appears in the same places as above: in the call view, on the company page and in a list's contacts view.
- Under Contact info, click Phone, Email or LinkedIn to add a new value.
- Click Save.
You change the name and job title in the same form.
6. Deals
On a deal, Add contact links a contact to the deal. You choose from the company's existing contacts. If you need a new person, add them on the company page or in the call view first, then link them to the deal.