Contacts and Companies are two modules in Sellizer that allow you to create an address book of your proposal recipients and a company database, and keep the most important information about their activity in one place.
Check out our short guide to learn more about how to use them and how they can improve your workflow!
Adding a New Contact
You can add a new contact in two ways:
Go to the Contacts tab and then click the Add Contact button. Enter the contact's email and name – these are required fields. In addition, you can optionally add address details or a note with important information.
When adding information to send a proposal, provide the recipient's email address and the contact's name – these are required fields. After sending the proposal, the system will automatically add the new recipient to your contact database. You can add additional information later when editing the contact.
Adding a New Company
Go to the Companies tab and then click the Add Company button.
In addition to the company name, also add a contact person by selecting them from your contact list. When you use the option to send a proposal to the company, the selected contact person will be automatically set as the proposal recipient.
Other, optional information can be added later when editing the company.
Sending Proposals Directly from the Contacts and Companies modules
You can also send proposals directly from the Contacts and Companies modules.
To do this, go to the Contacts tab, find and select the person you want to send a proposal or other document to. The system will take you to the proposal editor, where you only need to fill in the subject and message content and choose the sending method – and you’re done!
If you want, you can also send a proposal directly from the Companies module. If you provided a contact person when adding the company, their details will be automatically filled in as the proposal recipient when creating the proposal to send.
Additional Information you can check in the Contacts and Companies modules
In both the Contacts and Companies modules, you can check additional information about people or companies. This information is divided into 3 sections:
Activities – a list of all your proposals sent to a given contact or company, showing the recipient's actions on the proposal in chronological order.
Proposals – all proposals sent to a given contact or company gathered in one place, with direct access to their statistics.
Note – where you can write additional information that is important to you.
For more information, please contact us via chat, email: [email protected] or the form.