How to Add a Contact from the Organizations Page?
Published | Sept. 5, 2023, 9:49 a.m.
Adding a contact from the Organizations Page in a CRM system streamlines the process of contact management for businesses. This functionality ensures that the contact's details are directly associated with the correct organization, promoting accuracy and preventing potential mix-ups. Moreover, by linking contacts to their respective organizations, users can swiftly navigate relationships, track communication histories, and identify potential opportunities or pain points.
In Gridlex System, users have various methods to add contacts. This includes:
Adding contacts directly from the organization page.
For this guide, we'll focus on adding contacts from the organization page. Follow the steps below:
Step 1: Log in to Gridlex App Suite and click on "Organizations" located under the Zip section in the navigation menu.
Step 2: Identify the organization where you'd like to add a contact and click on the edit icon adjacent to it.
Step 3: After being redirected to the organization details page, find and click on the “Contacts” tab.
Step 4: Within the "Contacts" tab, you can see all the contacts already linked to this organization. To add a new contact, simply click on the “Add New Contact to this Organization” button.
Step 5: You'll be taken to a new tab where you can input the contact's details. Fill in essential information such as the contact's name, phone number, address, and any other required fields.
Once you've entered all the necessary details, finalize the process by clicking the “Submit” button.
Your contact is now successfully added and associated with the chosen organization. This method saves time as it directly links the contact to a specified organization, eliminating the need for manually associating contacts with organizations later on.
How to Add Contact to this Organization from Gridlex Databases?
If you are a healthcare provider, you'll be pleased to know that we offer specialized databases that make it easier to manage and associate contacts with various organizations. Here's a step-by-step guide on how to seamlessly add a contact from Gridlex Databases to an organization:
Step 1: Click the Organization Page
Step 2: Once on the organization page, identify the edit icon corresponding to the organization to which you wish to add the contact. Click on this icon.
Step 3: On the organization page, find and click on the "Contacts" tab. This tab displays all the contacts already associated with this particular organization. Here find and click on the button labeled “Add Contact to this Organization from Gridlex Databases”.
Step 4: After clicking, you'll be redirected to the Gridlex Databases page. Here, from the available database sources, choose “Dexur Physician NPI Database”. Input any relevant information such as name, address, or specialty into the search bar and click on “Get Data”. A list of potential contacts based on your search criteria will subsequently appear on your screen.
From the displayed data, locate and click on the button titled “Add and Affiliate Contact to the Organization”. This will effectively add and affiliate the selected contact to the organization you initially chose.
With that last step, your selected contact from Gridlex Databases will now be affiliated with your chosen organization. You can always head back to the "Affiliated Contacts" tab to view or manage this newly added contact.