CRM Support - Contacts

The My Market Toolkit contact manager is an efficient tool for adding and managing contacts and tracking marketing and sales activities.

Adding a Record

1. Hover over "Business Management Tools"
2. Click on "Contact Management"
3. Click on "Create Contact"
4. Add a contact's name and other relevant information and click "Submit"

Some sections allows you to 'Add New' or 'Edit' data. Add New appends the data to the record. Edit allows you to modify the attribute.

Data Sections

• Contact - Any new contacts appear with this section expanded by default. Hitting save will create the contact record. The contact section is focused on the contact's name:
  • The Contact Title is the Prefix (e.g. Mr., Mrs., Miss., etc.) It is an open field so any prefix may be used.
  • The Last Name, First Name, and Middle Name are as stated. There are functions in My Market Toolkit that allow you to search by these names
  • The Suffix may include entries like Sr., Jr., III, etc.
• Contact Type - Contact Types are used to filter and organize conacts. Check the boxes of those that apply.
• Phone Numbers - Click Add New to add a phone number. There is no limit on how many phone numbers a contact may have.
• Email Addresses - Click Add New to add an email address. There is no limit on how many email addresses a contact may have.
• Mailing Address - Click Add New to add a mailing address. There is no limit on how many mailing addresses a contact may have.
• Websites - Click Add New to add a website. There is no limit on how many websites a contact may have.
• Companies - Click Add New to add a company. Select a company from the drop down. There is no limit on how many companies a contact may have.
• Relationships - The relationships section is designed to help you interconnect contacts. Click Add New to add a relationship. Search for either First Name, Last Name or both to locate the contacts. Click the check boxes of the appropriate contacts and hit submit. Note: click search without data in the First Name or Last Name field to return all records to choose from.
• Credentials - Contacts may be granted access to the system on a role basis. To grant access to a contact:
  1. Ensure an Email Address has been added to the contact.
  2. Click "Allow Login".
  3. Click "Edit" to change the Username or Roles a contact belongs to. By default, the username is self generated and no role access is granted.
  4. If a user forgets their password, click "Reset Password" and an email will resent the password to a random code and send it to the user's email address. They may change their password if they desire in the Account screen.
• Contact Attributes - My Market Toolkit CRM allows you to customize the attributes for your records. You can track any sort of data for your records. These attributes come in handy when working with form data from a website or other source. You can create Contact Attributes by clicking on "Manage Contact Attributes" and clicking "Create Conact Attributes". Give it a title, select its type (explained below) and choose a number for sorting.

• Sensitive Attributes - Sensitive Attributes might include a SSN or some other vital piece of information you DON'T want another user to see. You can lock down the access to this data and grant access to only authorized persons.
• Additional Attributes - Additional Attributes may be available to any user in your account. General marketing campaign fields will likely connect to these attributes.
• Data Collections - Surveys, leads, and other data collections are listed here for review. They can not be added manually. They are created when a web form is submitted.
• Notes - Notes are comments and history for each contact. They are intended to be key notes for logs and other legal protection. Once a Note is added, it cannot be altered by anyone. They are added with a date/time stamp to create a valid history or log.

Data Import

The My Market Toolkit CRM Import Data function allows you to import from a great variety of contact manager. The key is to export it in a CSV (MS Excel) format from your source contact manager so it can be imported into My Market Toolkit. We are not able to provide instructions on how to create a CSV file from other tools because of the great variety. However, here is how to import a CSV file into My Market Toolkit:

1. Hover over "Business Management Tools".
2. Click on "Contact Management".
3. Click on "Import Contacts".
4. Click "Browse" to browse to your CSV file on your computer.
5. My Market Toolkit will read the file and allow you to "map" the fields from the CSV file to the appropriate My Market Toolkit contact fields. Select the appropriate option from the corresponding drop down menus.
6. Click "Submit"

The data will be imported into the My Market Toolkit CRM.