Other Contact Details

1. Assign the Other type to the contact. The Other tab appears, as follows:

Managing Communication with Other Contact

You can directly communicate with the contact of the Other type by email or by SMS, and view MailChimp newsletters that were sent.

1. On the tabbed menu, select Communications. On the opened page you can view the list of communication items between you and the contact.
2. For each communication item, you can view the following information:
   

   Type	Type of the communication item (SMS or email).
   Created	Date when the communication item was created.
   Subject	Subject of the email. It is not applicable to SMS.
   Sender	User who initiated the communication.
   Message	Text of the communication item.
   Attachments	List of files attached to the email. It is not applicable to SMS.

To sort communication items:

1. Click the header of the column which you want to sort by.
2. You can also click the down or up arrow icons, to sort items in the descending or ascending order.

To send a new SMS:

1. Click Send SMS.

2. In the SMS form, specify the following information:
   

Cell Phone	Enter the cell phone number of the contact. By default, the system populates it automatically with the phone number specified in the Lead profile.
Template	Select a template to repopulate the message field with a template from Setup > Manage SMS Templates.
Message	Specify the message for SMS. One SMS message can include up to 160 characters. If you exceed this limit, your message will be separated into two SMS. Please consider the contents of your SMS message before sending it to the addressees. See the following terms for details.

3. Click Send.

Note

The system may automatically adjust the format of the phone number when you send an SMS to the addressee. This is required for the correct processing of the phone number by the external service. The following adjustments may occur:

- US region: +1 is added to the phone number.
- AU region: +61 is added to the phone number.
- NZ region: +64 is added to the phone number.

The system may automatically drop the zero ‘0’ in the phone numbers of AU and NZ regions, as follows: 0418989661 becomes +61418989661.

To send a new Email:

1. Click Send Email.
2. In the Email form, specify the following information:

Email, CC, BCC	Enter the email address of the Lead. By default, the system populates it automatically with the email address specified in the Lead profile. You can specify multiple email addresses of recipients by separating them with a semicolon (;).
Subject	Enter the email subject.
Template	Select a template to repopulate the message field with a template from Setup > Manage Email Templates.
Subject	Enter the email subject.
Message	Enter the email message. Use the visual editor to apply the required formatting to your message and align the text.

3. To attach files to the email message, click Attach Files and select the appropriate files on your Google Drive.

4. Click Send.

Filling Out Custom Fields

1. On the tabbed menu, select Custom Fields.
2. On the opened tab, fill out the custom fields for the contact.
3. When complete, click Process.