Introduction
Effective communication is crucial for managing relationships with investors, partners, and team members. Foundercrate's Shared Access feature allows you to create groups of multiple contacts, making it easy to engage with several individuals at once.
This functionality streamlines communication, saves time, and ensures that your messages reach the right people efficiently. In this guide, we'll walk you through the steps to create and manage contact groups within Foundercrate.
Creating Contact Groups: A Step-by-Step Guide
Step 1: Accessing Your Foundercrate Account
Begin 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: Creating a New Contact Group
To create a new contact group, click on the 'Add Group' button. This action will open a new window where you can enter the details for the group.
Step 6: Filling in Group Details
In the new window, you will be required to fill in various details for the new group, including:
Group Name: Enter a name for the group that clearly identifies its purpose or the members it includes.
Add Contacts: Select the contacts you want to add to the group. You can choose multiple contacts from your existing list.
Step 7: Creating the Group
After filling in all the necessary details, click the 'Create' button. The new group will be created with the selected contacts inside it, making it easy to communicate with them simultaneously.
Conclusion
Foundercrate's contact group feature simplifies the process of managing and communicating with multiple contacts. By organizing your contacts into groups, you can ensure efficient and targeted communication, enhancing your ability to manage relationships and coordinate efforts. Follow these steps to create and manage contact groups within Foundercrate, and experience a more streamlined approach to your business communications.