Introduction
In the realm of business and fundraising, maintaining an organized contact list is essential for effective communication and relationship management. Foundercrate's Shared Access feature enables users to add and manage contacts seamlessly, integrating email accounts to provide a unified platform for all your communication needs.
This article will walk you through the process of adding a new contact to your records, ensuring you can keep track of all your important connections in one place.
Using the Add Contact Feature: A Step-by-Step Guide
Step 1: Accessing Your Foundercrate Account
Start by logging into your Foundercrate account. Enter your credentials and access your main dashboard, where all your features and tools are readily available.
Step 2: Navigating to the Shared Access Feature
On the left-hand panel of your dashboard, locate and click on the 'Shared Access' feature. This section integrates your email accounts and provides a unified platform for managing all your communications.
Step 3: Viewing Integrated Email Contacts
If you have already integrated your email account with Foundercrate, you will see all your previously added contacts displayed. If you haven’t linked your email account yet, follow the provided link to learn more and integrate your email account with Foundercrate.
Step 4: Accessing the Contacts Module
Within the Shared Access module, find and select the 'Contacts' option at the top. This will display your current contacts on the screen.
Step 5: Adding a New Contact
To add a new contact, click on the 'Add Contact' button. This action will open a new window where you can enter the contact details.
Step 6: Filling in Contact Details
In the new window, you will be required to fill in various details for the new contact, including:
Profile Picture: Add a profile picture for the contact.
Name: Enter the contact's full name.
Email: Provide the contact's email address.
Phone Number: Add the contact's phone number.
Company Name: Specify the contact's company.
Designation: Mention the contact's designation or role.
City and Country: Enter the contact’s city and country of residence.
Notes: Add any additional information or notes about the contact.
Step 7: Saving the Contact
After filling in all the necessary details, click the 'Save' button. The new contact will be saved in your records and will now appear in your contact list within the Shared Access module.
Conclusion
Foundercrate's Shared Access feature simplifies the process of managing your business contacts, allowing you to add, view, and organize contacts from a single platform. By following these steps, you can ensure that all your important connections are easily accessible and well-organized, enhancing your communication and relationship management efforts. Utilize this feature to keep your contact list comprehensive and up-to-date, supporting your business and fundraising activities effectively.