Client Contacts
What is a Client Contact?
In Discovery, Client Contacts play a pivotal role in establishing and nurturing lasting business relationships. These valuable individuals serve as the primary point of contact between your business and a Client Company. Each of these companies can encompass many Client Contacts, however Client Contacts cannot span multiple Client Companies. If and individual serves as a Client Contact for more than one Client Company, then they'll need to be set up for each respective Client Company.
Features and Usage
- A Client Contact will always belong to a Client Company.
- Setting a password on the Client Contact enables access to the Client Portal
- Client Contacts can be associated with multiple Locations underneath the parent Client Company
How do I?
Client Contact Details
- First Name: The client's first name.
- Last Name: The client's last name.
- Is Decision Maker: Whether the client is a decision-maker.
- Title: The client's title.
- Email Address: The client's email address.
- Password: Setting a password allows access to the Client Portal.
- Primary Phone Number: The client's primary phone number.
- Alternative Phone Number: The client's alternative phone number.
- Mobile Phone Number: The client's mobile phone number.
- Fax Phone Number: The client's fax phone number.
- Office Phone Number: The client's office phone number.
- Notes: Any notes about the client.
- Client Company ID: The ID of the client's company.
- Client Company: The client's company.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.