Adding contacts to MediaOS offers numerous benefits, including improved organization by centralizing contact information, streamlined communication through easy access to emails and follow-ups, and better collaboration among team members. It also enables personalized marketing by storing key details about each contact, enhances reporting and analytics for data-driven decisions, and increases efficiency through task automation.
Adding and Managing Contacts #
Contacts are displayed on the right-hand side of the Lead, Account, or Agency window. To add a new contact to a lead, an account or agency follow these steps:
- Click the Add button under the Contacts heading.
- In the Create Contact panel, enter the preliminary details for the contact.
- Click Save to proceed.
- After saving, you will have the option to add phone numbers, email addresses, physical addresses, and other contact details:
- Click the + Add New button for the relevant contact type.
- Enter the necessary details and click Add to save each entry.
- To designate a primary address, use the radio button next to the preferred address.
- Repeat these steps for any additional contact information.
- Click Save at the bottom of the Create Contact window to finalize your changes.
