You can add the contact person details of your Lead into the system.
Written by Shruti Patel
The Lead Contact is the person who is your key point of contact in that organization. Likewise, you can add multiple contact details related to a Lead in the system.
To add a Contact to Lead, you need to follow the steps given below.
Step 1: Click on the "Leads" Module from the left-hand menu option, and the Lead Screen will appear.
Navigation Link: https://app.ismartrecruit.com/searchProspect
Step 2: Click on the required Lead name, and the dialogue box for that lead will open. Then, go to the Contacts tab.
Step 3: Click the "+ Add" button to add another/New contact person.
Step 4: After Clicking the "+ Add" button, the pop-up form for Add Contact will appear. You can add all the necessary details and Click the save button below to save the contact. Mark the Lead contact as a "Key Contact" to make your work more accessible and identify whether the Lead contact is the same person you communicate with daily.
Once you add the Lead Contact, you can view all of that lead's contacts from the View dialogue box.
You can edit lead contacts by clicking on the pencil icon and remove/delete contacts no longer in use by clicking on the X icon.
Note: You can also add the Contact to Lead while adding the Lead into the system. In addition, you can add a Lead Contact from LinkedIn. Please check the articles on creating Lead and Profile Scanner for more information.
Create Lead - https://help.ismartrecruit.com/lead-management/create-lead
Import profile from LinkedIn - https://help.ismartrecruit.com/candidate-sourcing/chrome-extension