How do I create a single contact?

How do I create a single contact?

Creating a single contact within the MSP Advantage platform can be very useful when you have all the relevant information ready, but not in a digital form.

1. Navigate to the contacts page by selecting My Database > Contacts
Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.

2.  Once your contacts have loaded, select the "Create" button

3.  A new dialog will show you the fields for you to enter.  Depending upon your settings, some fields may be required and will be denoted with an asterisk.  The dialog will not let you save any single contact without the required fields.  After you've entered the basic contact information such as name, email, and phone, you have the ability to navigate through each of the tabs to enter supplementary information such as address, preferences, and more.

Tip: As a best practice, you should enter the following information in the tabs:

  • Info

    • First Name

    • Last Name

    • Email Address

    • Company

    • Work Number

  • Address

    • Relevant information, such as Address, City, State/Province, and Postal Code

  • Preferences

    • Interest Level

    • Contact Type

    • Industry Type

    • Stage

    • Requires GDPR compliance? (Yes/No)

    • How did they Consent? 

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