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Add additional Contacts to a Lead

Last Updated: Sep 13, 2017 05:23PM EDT
Throughout your day, you should be updating tasks and adding or editing information about your leads to feed information back to your Sales Manager. 

Every lead in PestPac can have multiple contacts associated with it. Making sure that you have the best information on your leads will help you close more sales faster and help your office schedule future appointments. 
 
1. From the menu, click Sales & Marketing --> Lead Dashboard.

 

 Next, click the lead you want to update
 

2. Click the “Contacts” tab.
 

 
3. To add a contact, click “Add Contact”.

 

 
4. Either search an existing contact in PestPac or create a new contact.
 
  • If you’re looking for an existing contact, enter a name, email address, or phone number and click “Search”. Select the contact you’re looking for by clicking the checkmark.

 
  • If you need to enter in a new contact, click the “Create New Contact” button. Enter the new contact’s details, including email, name, company, etc. When done, click “Save”.
 

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