Contacts: a tour

Name: Arkon One: Contacts tour
Duration: 74 s
Description: A tour of Contacts in Arkon One: what the page shows and the controls you will use most.

Next lesson: How to add a contact to a customer →

A tour of Contacts in Arkon One: what the page shows and the controls you will use most.

The steps, written out

Open Contacts from the Sales and Customers section of the left menu.
Narrow the list with the search box and filters.
Read each row: Customer, Name, Title, Contact role, Email, Phone.
Use the Import from Excel button at the top of the page.
Use the New contact button at the top of the page.
Use Export to download the list as a spreadsheet or PDF.

Tip

Quotes, site-visit confirmations and automatic messages use the contact's own channel and language. - Primary contact: the person pre-selected as Contact when you start a new quote from the customer page.

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