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, once selected simply complete the form to add your contact. All fields are optional except the contact name, and email addresses must be unique to the contact you are adding.

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 if 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. Simply select a tag for that customer from the drop-down menu, or click Edit Tags to create more of your own.

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.