To start adding your opportunities, it's crucial to include the contacts you collaborate with in the mOS. This help file will walk you through a range of options to make that happen.
Accessing the Contacts screen
To access all the contacts added to the mOS, simply click on Contacts on the left-hand side of the screen.
Adding a contact via Salesforce
If you connected your Salesforce account to the mOS, your companies, contacts and opportunities will be automatically imported. If you add more contacts directly on Salesforce, they will get synch. to the mOS also.
Adding a contact manually
Adding a contact manually in the mOS is straightforward. Just follow these simple instructions:
- Go to the Contacts screen
- Select +Add Company on the right-hand side
- Enter the contact's First name, Last name, Company, E-mail address, Job Title and Seniority
- Once this is done, click Add contact
Note: while fields such as E-mail address, Job title, and Seniority are not mandatory, we recommend including them for a richer mOS experience.
Once you've finished these steps, your contact will be displayed on the screen. You can then click on the associated company to access all related opportunities, contacts, and additional details.
Adding a contact via import
We recognize that you may need to add a large number of contacts at once, and in such cases, you can easily perform an import in the mOS. To learn how, please follow the instructions below:
- Go to the Contacts screen
- Select Import CSV on the right-hand side
- Add your CSV file and click Import
Note: your file should contain seven columns: contact_id, company_id, email (optional), first_name, last_name, job_title (optional), seniority (optional).
💡If you're not sure what your file should look like, you can hit Download a sample file on the import screen.
Once you've completed these steps, your contacts will be displayed on the screen. You can then click on the associated companies to access all related opportunities, contacts, and additional details.