Adding & Managing Contacts (Customers & Suppliers)

Contacts is a universal database for all customers, suppliers and other third-party records within MotorDesk.

To manage your contacts, simply go to the Sales -> Contacts section of your MotorDesk account.

Adding & Editing Contacts

You'll find an 'Add Contact' button at the top of the Sales -> Contacts section. Select this option and complete the form to add a new contact. All fields are optional except the contact name. Please note that each email addresses must be unique to the contact you are adding.

Add From ID: Save time by photographing (via mobile app) or uploading a customer's ID documentation and having it add the customers information for you. Just click 'Add From ID'.

To edit a contact, simply click on any of the contacts you've added in the Sales -> Contacts section and click 'Edit'.

To create or link a contact from/with a lead you've received, please refer to our Leads & Chat documentation.

Allowing A Customer To Log-In To Your Website

Provided you've enabled User Profiles from within the Website -> Settings section, you can give customers and suppliers the ability to create an account and log into your website, giving them a simple online tool to access invoices and purchases. The ability for a contact to log-in is not enabled by default but can be enabled for any contact you wish using the 'Enable Log-In' option. When enabled, a log-in password will be generated. This can be sent to the contact using the 'Email Log-In Details' button, or reset using the 'Reset Password' button.

Marketing Consent

An important step in complying with GDPR is to confirm whether each contact has given consent to marketing communications. When the marketing consent option is set to 'Yes', the contact will be available for export for use with third-party marketing tools such as MailChimp.

Automated SMS & Email

At the bottom of the Edit Contact page you'll find a 'Stop Follow-Ups' option, this can be used to select certain customers to not receive automated responses after an event (such as the automatic follow-up you may have created to be sent following on from the payment of an invoice).

Tagging Contacts

To make contact management easier, you can create, edit and select tags on the right-hand side of the Sales -> Contacts section, under the Tags section.

You will then be presented with a pop-up where you can append or remove a tag from a contact.

In this pop-up box, you will see a button to 'Edit Tags'.

Clicking this will present you with another pop-up where you can edit any of your existing tags, or add new ones.

The 'Type' option for each tag lets you choose if you want the tag to be a checkbox or just the default badge look. The checkbox option allows you to mark tags as complete, for example you can see the 'Ready to buy' tags for each contact in the contact list image above. You can click to check the 'Ready to buy' tag, signalling that the user is now ready to buy a vehicle.

The 'Default' option allows you to choose if you would like to automatically apply the tag to any newly created contacts.

Quick Links

On the right-hand side when viewing a contact you'll also see options for Appointments, Leads & Deals. These sections provide a quick way to start booking appointments for customers, create new leads, access existing leads, and to access any customer dealers.