1. Creating Contacts

Creating contacts is a fundamental step in Cone, allowing for effective communication and proposal management with your clients. This process ensures that all necessary details are captured and managed efficiently

Navigate to Contacts: Access the Contacts section from the left navigation bar to begin the process of adding a new contact
Add New Contact: Click on the Create contact option. Here, you'll be prompted to enter essential information such as the contact's first name, last name, email address and phone number
Save Contact: Once all relevant information has been entered, save the contact. This contact is now available for association with deals and can be linked with multiple clients as needed

2. Managing contacts

Effective contact management is crucial for maintaining strong client relationships. Cone facilitates viewing, editing, and organizing your contacts

Editing

Edit contact details: Should any contact details change, easily update their information by navigating to the specific contact and clicking on the edit icon

Organizing

Filtering and Searching: Utilize Cone’s filtering options to sort through contacts, ensuring you can quickly find the contact information you need.
Deletion: If a contact is no longer relevant or incorrectly added, you have the option to delete them from a client, maintaining an up-to-date contact list

Merging

Merging contacts in Cone simplifies your client management by allowing you to combine information from multiple contacts into a single main contact. This process is designed to be flexible yet considers the relationships these contacts might have with existing proposals

When considering merging contacts, the following scenarios outline the conditions under which merging is possible

Scenario 1: No sent proposals

Conditions: If none of the selected contacts for merging are associated with proposals in the sent state
Process: Users can freely choose any contact as the main contact to merge others into. All information from merged contacts will be consolidated under the main contact chosen

Scenario 2: One contact with `Sent` proposal

Conditions: If only one of the selected contacts is associated with a proposal in the sent state
Process:
- The main contact must be the one with the proposal in the sent state
- Attempting to set another contact as the main contact will result in an error message

Scenario 3: Multiple contacts with `Sent` proposals

Conditions: If more than one of the selected contacts has proposals in the sent state
Process:
- Merging is restricted. Contacts cannot be merged unless resolutions are made
- Resolution: Proposals for all but one (or none) of the contacts must be recalled, ensuring only one contact (or none) is linked to proposals in the sent state