Manage contacts for Accounting

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let's learn how to manage your accounts and contacts in Centrics one the contacts module is used for individuals while the accounts module is used for organizations or groups of contacts both modules are relatively similar though note that there can only be one account per contact but multiple contacts per account meaning that a company can consist of multiple individuals that you are in touch with let's start by adding a contact in the contacts module let's click on the add contact button this brings up a form where you can enter information such as first name last name email phone number who the sales rep is and so on I'll go ahead and add in some information for this new contact then we have an account info section if you are adding a new contact with a new company name this will also create a new account in the accounts module let's go ahead and add an accompany name additionally in Centrics one you can have multiple lists for your clients prospects or suppliers for example so before saving this new contact let's make sure the contact is being added to the appropriate list once you click save the contact will be created as we added company information an account will also be created in the accounts module if you do not add any information in the account info Fields a contact will be created without a company name within the contacts module you can use the search bar to search for a contact by basic field such as name email and company name to delete a contact use the checkbox to select the contact and then click on the delete button you can also sort data alphabetically in each column by clicking on a column name now let's delve deeper into the information we see when we click on a contact under contact summary you have a contact tab with the basic contact information as well as a profiling tab with custom fields to edit the contact you can simply click on the contacts full name and edit the information here alternatively you can click on the edit button when tasks opportunities documents and relations are created for the contact this information will appear in each widget here a task or opportunity can be created by clicking on the plus button icon note that by creating those in the contacts module the task or opportunity will be Associated specifically to this contact and not all contacts within the account the activity module shows us a very useful summary of what list the contact is under what emails campaigns calls and any other actions associated with this contact an interesting feature to note is the augment contact icon if the contact's email is on file once you click on the augment contact button Centrics 1 will search LinkedIn for the contact and bring up additional information which you can then choose to add or not to your database once you click on ADD info to contact we can see that additional information was added we do recommend verifying this information in case LinkedIn isn't up to date if you have the company address on file you can click on the map icon here to view the company on Google Maps in the accounts module you will find similar features and buttons such as the search bar add account delete account or sort by columns once we click on an account name the view is very similar to that of a contact we have a view on account information profiling tab s opportunities documents and activity note that the profiling tab tasks opportunities and documents created here will be associated with the whole account there is one additional section contacts here we can see all individuals who are associated with this company to view a contact in more details simply click on the contact's full name and that brings you back to the contacts module and view [Music]