Contacts

Welcome to the Contacts management module in CustomerAssist by CleanDesk AI! This guide will help you navigate the platform to create and manage Contacts efficiently.

Table of Contents

1. Accessing the Contacts module

2. Switching Views & Filters

3. Job Reports

4. Creating a New Contact

   1. Filling Out the Contact Form

   2. Submitting the Contact

   3. Examples & Tips

5. Managing Contacts

6. Managing Contact Screenings

   1. Accessing Contact Screenings

   2. Selecting

   3. Customizing

   4. Adding Custom

   5. Submitting

   6. Tips

Accessing the Contacts Module

1. On the left-hand menu, hover over and click 'CustomerAssist'.

2. From the submenu, select 'Contacts'.

3. The Contacts List view will open, displaying all available leads.

Switching Views & Filters

1. At the top of the Contacts List view, locate the Toggle Button.

2. Use the toggle to switch between:

   • Table View: Displays Contacts in a tabular format.

   • List View: Displays Contacts in a more detailed list format.

3. You will also find the dropdown menu on top that lets you switch between:

   • Active Contacts: Contacts that are currently active.

   • Inactive Contacts: Contacts that are currently inactive. Inactive leads may be changed to Active Contacts as and when they show interest again.

4. Use the filters on the left hand side, to display specific Contacts:

   1. Basic filters: Here you may choose to display Active/Inactive, Primary/Non-Primary status or Personal/Business account type.

   2. Loyalty filter: The loyalty filter may be used to display Contacts that belong to a particular loyalty level (Blue, Blond, Gold, Platinum or Silver).

   3. Company: This dropdown filter allows you to choose leads for a specific company. Click on the desired company name in the dropdown list, to use this filter.

   4. Relationship Filters: Use this filter to display Contacts with a specific type of relationship, such as Business Customers (B2B), Retail Customers (B2C), Educational Institutions, Government Customers or Non-Profit Organisations.

   5. Demographic Filters: Filter Contacts by Gender, Marital Status or Age.

   6. Location Filters: Use the location filters (Country, State, City, Post code) to see Contacts by location.

Reports

This job reporting feature enhances job application activity tracking. Users can generate customized reports by applying the following filters:

• Stage Selection: Choose a specific stage (e.g., Applied, Interview) to filter job activities.

• Status Selection: Generate reports based on application status (e.g., Screening Scheduled, Interview Scheduled).

• Application Date Range: Specify a "From Date" and "To Date" to retrieve reports for applications submitted within that timeframe.