What are contacts used for in AutoConvert and how do I manage them?

What are contacts used for?

Contacts are used to store information about the companies/individuals you work with.

These can be:

• A lender
• A dealer
• A lead introducer
• A sales representative out on the road

Contacts can also be linked to ‘Sources,’ such as your company website, a car dealer, or a Facebook enquiry.

Learn more about creating sources

How do I add a contact?

1. Select 'Contacts' in the left-hand menu
2. Select 'Add+' in the top right
3. Complete the form with the person's details
4. Select 'Save'
5. You'll be able to add extra details after saving

How do I manage a contact?

1. Select 'Contacts' in the left-hand menu
2. You can browse the contacts list or search for a contact using the filter in the top right. Here you can filter by keyword, status, owner/account manager or list of accounts.
3. Select the name of the contact you want to edit from the contact list
4. You can then:
   •  
     • Edit any details
     • Add notes, which will be visible to your colleagues when dealing with a contact
     • Upload documents for that contact, such as a credit report, proof of bank account, FCO (Financial Conduct Authority) / ICO (Information Commissioner's Office) license. To upload the documents, select browse and find them on your system.
     • View the activity feed of any changes made to that contact on the right-hand side