Contacts

Contacts are the people at your companies. Every contact belongs to one company.

Find a contact

  1. Open Contacts in the menu.
  2. Search by name, or use Filters (Company, Role, Follow-up, Last contact).
  3. Use the phone or e-mail link in the row to call or write straight away, or select the row to open the contact.

Each row is numbered, so you can see how many contacts the list holds. Follow-up shows each contact's next follow-up: red when it is overdue, amber when it is due today, blue when it is due within a week. ERP shows the systems the contact's company runs. Last activity says No contact in 45 days once a contact has not heard from you for 30 days, and Never contacted when there is nothing yet.

The counts above the list

  • Contacts: how many there are. With a search or a filter it reads, for example, 12 of 128.
  • Follow-up overdue, Follow-up due within 7 days and No contact in 30+ days: select one to see only those contacts; select it again, or Contacts, to see everyone.
  • Choose 3, 7 or 14 days in Due within to change the due window.

Follow-ups count when they are yours. If your role lets you see the whole team's follow-ups, theirs count too.

Do more from a row

Select ⋮ at the start of a row, or right-click the row, for its menu: Edit, View activity, E-mail, Call, Schedule follow-up, Log call or note and Delete. On a phone, ⋮ is at the top right of each card. The same menu is on each contact on a company's Contacts tab.

Add a contact

  1. Select Add contact here, on the company's Contacts tab, or from New.
  2. Choose the Company and fill in First name and Last name (all required).
  3. Add Title, Email, Phone, Mobile and Decision role as you know them.
  4. Tick Primary contact for the main person at the company. There is one per company, so this replaces the current one.
  5. Select Add contact.

When the person is already in ASTRO

  • This contact already exists: the same company already has someone with this e-mail or phone. Select Open contact and use that one.
  • This person may already be in ASTRO: someone at another company has this e-mail or phone. People change jobs: Move to this company moves the existing contact, with their history; Create anyway makes a new one.

See everything that happened with a contact

Open the contact, or choose View activity on its row, to see its Activity, newest first:

  • calls, meetings and notes logged with the contact, and the e-mails sent to them from ASTRO;
  • follow-ups scheduled for them, and when they were done;
  • files added to the contact or to one of those calls or meetings;
  • changes to the contact: when it was added, who changed what (for example Title: Buyer → Purchasing manager), a move to another company, and a delete or restore.

Select a type, such as Changes, to see only those, or search the list. Replies the contact sends you are not in the list yet; to keep one, log it with Log call or note.

Change or delete a contact

  1. Open the contact. The page is the contact's form: change what you need and select Save changes.
  2. The contact's page also has Send material, what was sent to them, and their Files, such as a business card.
  3. Delete moves the contact to the recycle bin, where an administrator can restore it.

Related