PhotoBiz Website Package includes the contacts feature which allows you to keep an organized list of the people who have interacted with your website. This includes contact form submissions, orders, saved carts, blog comments, scheduled appointment, quotes & invoices, and more. When clients or potential clients interact with your website in any of these ways, their email address and any other information they provide to you is all saved in your Contacts tab.
This guide will walk you through creating a new contact by entering their information manually. You can also import existing lists of contacts with a CSV file.
STEP ONE
Log into your PhotoBiz account and click on CONTACTS in the left side menu.
STEP TWO
Click on the NEW CONTACT button.
FINAL STEP
Enter your contact's information and click on the create contact button at the bottom of this section.
There are three sections to complete: General Info, Billing Info, and Notes. The only required information to create a contact is their email address.
GENERAL INFO
This section allows you to add any of the following fields:
- FIRST NAME
- LAST NAME
- PHONE
- WORK PHONE NUMBER
- COMPANY NAME
- BIRTHDAY
- FACEBOOK PROFILE
- TYPE: Customer, Lead, or Vendor
BILLING INFO
This section allows you to enter in a contacts billing address and if they have a separate shipping address.
NOTES
This last section allows you to leave any notes about the contact that you may want to have handy.
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