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Create a new contact

Goal​

To add a new contact to a company in the Propeller backoffice, capturing key details like personal information, contact methods, and company association. This ensures effective communication and organization of B2B relationships.

Step 1: Navigate to the Contacts Section​

  1. In the backoffice, go to User Management, Users and select Contacts (B2B).
  • This will display a list of all existing contacts, showing details such as Name, Email, Company, and Phone.

Contact c1

Step 2: Open the New Contact Form​

  1. Click the New Contact button in the Contacts (B2B) section.
  2. A pop-up will appear to select the company associated with the new contact.
  • Search for a Company: Use the search bar to find the relevant company.
  • Select the company from the list (e.g., "Example company").

Contact c2

  1. Once a company is selected, the New Contact form will appear.

Contact c3

Step 3: Fill in General Information​

  1. In the General section:
  • Gender: Select the appropriate gender option (F, M, or U for unknown).
  • First Name: Enter the contact’s first name.
  • Middle Name: Provide a middle name if applicable.
  • Last Name: Enter the contact’s last name.
  • Phone: Enter the contact’s primary phone number.
  • Email: Provide the contact’s email address.
  • Mobile: Enter the contact’s mobile phone number.
  • Date of Birth: Specify the contact’s date of birth.
  • Language: Select the contact’s preferred language.
  • Debtor ID: If relevant, add the debtor ID for the contact for financial tracking.
  • Path: Auto-generated based on company and contact hierarchy but can be customized if needed.
  • Slug: Automatically created from the contact’s name but can be manually updated.

Step 4: Configure Company Details​

  1. In the Company section:
  • The selected company is automatically linked to the contact.
  • If necessary, update the associated company.
  • Assign the contact to additional companies if needed. One contact can be assigned to multiple companies.

Contact c3

Step 5: Configure Additional Details​

  1. Favorite Lists: Link any predefined favorite lists relevant to the contact.
  2. Pricesheets: Assign specific pricesheets that apply to the contact’s orders.
  3. Order Lists: Add or link any standard order templates if applicable.
  4. Attributes: Include custom attributes for additional categorization or personalization.

Step 6: Save the Contact​

  1. Once all fields are filled in, click Save at the bottom of the form.

Contact c3

  1. A confirmation message will appear, and the contact will now appear in the Contacts (B2B) list, associated with the selected company.

Contact c3​

Best Practices​

  • Accurate Information: Double-check details, especially email and phone numbers, to ensure proper communication.
  • Maintain Associations: Ensure the correct company is selected to avoid mismatches.
  • Update Regularly: Periodically review contact details to keep information up to date.
  • Language Preference: Setting the preferred language improves personalized communication with the contact.