In MC Trade, Contacts are moments of interaction: an onsite visit, an email, a phone call, etc. By recording Contacts every time you interact with a member, MC Trade will be a more accurate representation of your relationship and history with that member.
As mentioned in the Sales and Contacts Overview, Contacts can be created in a number of ways:
- Manually on a Profile Record
- In bulk from the Communicator
- Dynamically from an outside email tool with CopyMe
Follow these steps to manually create a Contact Record on a Profile in the browser version of MC Trade:
- Search for an open the profile you communicated with - note that a best practice is to record the contact on the Organization profile if your membership is organization-based.
- Scroll down to the Recent Contacts section on the right, and click Add a Contact.
- Select the Contact Type to document what type of interaction it was (Note: these Contact Types can be modified. Click here to learn more).
- Identify who you met/spoke with in the Communicated With: drop-down menu.
- Name the Contact in the Subject field.
- Describe the Contact in the Description field.
Optional: If there should be a follow-up activity scheduled, click the Create Task checkbox to generate a new Task.
- Click Save.
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This feature is included or available for purchase with the following MC Trade packages.