Adding a contact record onto Alto is a key task you’ll need to do. It’s vital that you know how to find existing contact records, as well as how to set up a new contact correctly, making sure that the contact record is as complete as possible.
This article includes:
Search for an existing contact record
Before adding a new contact record, you should first check that the contact doesn't already exist in Alto.
- Click Contacts on the main toolbar
- If you've recently been on the contact record, you can select it from Recent & Favourite Contacts. Otherwise, find the contact using the Search Contacts bar in the top right. You can enter the:
- Name
- Telephone number
- Email address
- Contact address
- A combination of the above
Note
Click the down arrow on the Search Contacts bar to include Archived contacts and to filter the search
Adding a new contact
If you are unable to locate an existing record for the contact, you will need to create a new contact record.
- Click Contacts on the main toolbar
- Click Add Contact
- Select the Type of contact using the dropdown menu, i.e. Client
- Select the contacts Intention using the dropdown menu, i.e. Buy
- The Lead Source records where this contact heard about you, i.e. Internet - portal.
(This dropdown can be edited by your Group Administrator) - You can allocate this contact to a specific Branch and Negotiator
- Enter all the Contact information possible within the First Person, Second Person, Account Delivery Method and Address sections
- When adding a new contact (whose Type is set as Client), upon entering their Postcode in the Address section, you'll have the option to Add a property. Once clicked, this will launch our new method to add a property, with the contact pre-selected as the Vendor/Landlord
- When adding a new contact (whose Type is set as Client), upon entering their Postcode in the Address section, you'll have the option to Add a property. Once clicked, this will launch our new method to add a property, with the contact pre-selected as the Vendor/Landlord
- If you are able to complete any additional information in the Position, Preference Centre and Other Addresses top tabs, you can do so
- Click Save
Note
A Client can be an Applicant, Vendor or Landlord. A contact can also be a combination of two or all three client types
For more information on Adding a new applicant, click here
For more information on Adding a landlord, click here
For more information on Adding a vendor, click here
For more information on Adding a supplier, click here