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?

• How do I create a Client Contact?

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.