It is important to create profiles for Customer Contacts in RedTeam Flex for project management purposes. When you create a new Customer in RedTeam Flex, you will be prompted to add a new Customer Contact. You may also add Contacts later, from the Customer profile.
1. Add a Customer Contact
There are two ways to add a contact to a Customer in RedTeam Flex.
Option #1: Immediately after adding a new Customer, you will see a confirmation message that your Customer has been added to the database. The confirmation window will show two options:
1. "Add a new contact" allows you to quickly create a new contact for this Customer.
2. "Close" will close this window and take you to the newly created Customer profile.
Option #2: add a new contact from the Customer profile under the Companies Menu of RedTeam. Your role must have the correct permissions to access the Customers tab, as well as to add new Customers and contacts. Any Customers you add to RedTeam Flex will be available for all users, across all projects. If you are unsure of your permissions, contact your System Administrator.
Contact Verification Requests are emails sent from you to the address you have entered for the contact, asking the recipient to review and verify, or correct, their contact information. Any corrections will be emailed back to the sender for approval, at which time the contact will be automatically updated in RedTeam Flex.
Steps:
1. Immediately after adding a new Customer, click add a new contact from the options on the confirmation window.
OR, from the Customers menu, search for and click the Customer name.
2. Click + add new contact.
3. Enter all required fields in the blank form.
4. Optional: click the checkbox to send an email to this contact to verify the contact information entered.
5. Click Save.
2. Add a Potential Customer Contact
Potential Customers ("Targets") and contacts can be added to RedTeam Flex from the Opportunities section. These contacts are used when adding Interactions to Opportunities in RedTeam Flex.
Your role must have the correct permissions to access the Opportunities section. If you are unsure of your permissions, please check with your System Administrator.
Steps:
1. From the Opportunities section, click the Plus (+) icon to add a new Opportunity.
2. Select a Customer from the dropdown or select + Add New to create a new Customer.
3. If adding a contact to an existing customer, review the list of existing Contacts, if your Contact does not appear, click + Add New.
4. Fill out the required information in the blank Customer Contact form.
5. Click Save.
3. Add More Details to a Customer Contact
Once your Contact has been created, you may add additional details for future reference purposes. It is helpful to have as much information, including personal details, about a Customer as possible. RedTeam Flex allows you to store these details within the contact's profile to be referenced at any time.
Steps:
1. From the Companies Menu section, click the Customers tab and search for or select the Customer to which the contact belongs.
2. Click the name of the contact you wish to edit. From the Contact's profile you can either edit, or add an event or interaction with that Contact.
4. Fill out the blank attributes.
5. Clic Save.