How the Contacts Module Works

This is how the contact module works on Accelerate

1. Navigate to the Contacts Module

   • Open Accelerate software.

   • Go to the contacts module.

2. View Contacts

   • The contacts module is divided into two sections: "My Contacts" and "All Contacts."

   • "My Contacts" allows you to view all the contacts for which you are the owner.

   • "All Contacts" allows you to view all the contacts that exist for your company in Accelerate.

3. Create a New Contact

   • From the "All Contacts" section, you can choose to create a new contact.

   • Click on the "Create New Contact" button.

4. View and Manage Contact Details

   • In the contact table, you can view various contacts and their details.

   • Attach a new company directly from the table.

   • Add new properties to the contact from the table.

   • Delete a contact directly from the table.

5. Search for a Contact

   • To search for a contact, type the contact name in the search bar.

   • The contact will appear based on your search.

6. Edit Contact Details

   • Go to the contact details page and click the "Edit" button.

   • You can change the name, email, and add a secondary phone number if needed.

   • Edit or add properties associated with the contact.

   • Select multiple properties to be associated with the contact.

7. Record Activities

   • The activity section in the contact allows you to record the last and next activity with the customer for record-keeping purposes.

8. Save Changes

   • Once you are done editing the details, click the "Save" button to save all your changes.