TABLE OF CONTENTS
Phone and Email address
Enter your contact Phone number and Email address.
When your contact has more than one phone number or email address. You can set the Primary phone number or email address for the contact by clicking on the P button
The primary phone or email address is shown Bold. This is the address/phone shown on the People page.
Unsubscribed Email
If a Contact clicks on the Unsubscribe button in an email sent from OSL Office Live, then they will automatically be marked as Email Unsubscribed.
Indicated by the address colour grey.
When checked the contact will not receive marketing emails sent using eNews email campaign.
You can still send direct emails to Contacts that have opted out from receiving marketing emails.
Undeliverable
If an email cannot be delivered, sometimes called bounced emails. If we cannot send your email to an address we will display the address with a line through it. The main reason that an Address is undelivered is because the address is invalid or does not exist.
You cannot send emails to an Undeliverable Address.
Address
You can directly type the Address or use the Search to find the Address
How to use the find the Address
Step 1 enter part of the Address that you are looking for
Step 2 click on the Search button
Step 3 select the correct Address from the drop down
Then Save
Social media
You can add your Contact social media accounts. Click on the Add button to add your contacts social media links.
Notes
Add a Notes about your Contact. Any miscellaneous things you would like to record about your client can go into this box.
Many other CRM systems use Notes to record activities. We want you to record actions as Activities on the Activity tab.
Occupation or position
DOB
Enter the Date of Birth for your Contact. Use this format dd/mm to enter a date of birth for your contact.
You do not have to enter their full birth date, just the Day & month
Use the Birthday button beside the DOB and quickly add a Birthday Activity for your contact.
Occupation
Resident
Select the country of residency for your contact.
Type
Status
If you need to you can change the status of your Contact to Inactive.
Source
Will show where your Contact came from
Agent
This is the agent that the Contact is attached to. If the Agent is blank then the Contact is attached to the Office account
Changing the Agent for a Contact
When you change the Agent assigned to a Contact, all Future Activities that were created and assigned to the previous Agent will be reassigned to the new Agent. However, Future Activities created by other Admin users will remain unchanged.