Create a Contact Manually (browser version)

In Atlas , Contacts are moments of interaction: an onsite visit, an email, a phone call, etc. By recording Contacts every time you interact with a member, Atlas 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 Atlas:

  1. 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. 
  2. Scroll down to the Recent Contacts section on the right, and click Add a Contact.
  3. Select the Contact Type to document what type of interaction it was (Note: these Contact Types can be modified. Click here to learn more).
  4. Identify who you met/spoke with in the Communicated With: drop-down menu.
  5. Name the Contact in the Subject field.
  6. 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.

  7. Click Save.

 

 

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This feature is included or available for purchase with the following Atlas packages.

 

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