Table of Contents
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
3. Contact actions
Beyond simple management, Cone empowers you to take direct actions with contacts, enhancing engagement and sales pipeline management
Creating proposals and deals:
Deal creation: Directly create a deal for a contact
Associating with a client: You can associate an existing contact with a new client