Updated 21 October 2024
Contacts in PSOhub are automatically generated when promoting a HubSpot deal, Salesforce or Microsoft CRM opportunity in PSOhub. You can however create a contact directly in PSOhub.
Choose from the menu Contacts and Contacts:
The Contacts overview appears. Click the Create button:
The following dialog box giving you the option to create a business contact or an individual contact who does not belong to a company. For instance, legal firms or architects working for individual clients rather than a company.
Click on the desired option and complete the required contact information:
Business contact | Individual contact |
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When creating a business contact, it is important that the associated company is selected from the Company drop-down list.
If the company does not exist, please create it by clicking on the Add company button. Then, complete the following fields:
When your contact is created, all personal information regarding the contact will be displayed in the left-hand pane:
To modify the contact's personal details, you can click the Edit button, or if necessary, you can delete the contact by clicking the Delete button.
In the right-hand pane, the contact's Company is displayed, along with Projects, Quotes and Stakeholders where this contact has been selected. Moreover, search Tags (or keywords) can be applied to identify the contact and increase your search capabilities. For more information, please refer to the article Tags in Contacts.
The middle-pane, stores all activities where the contact has been engaged. Emails, notes, activities, phone calls, notes and meetings in the left-hand pane will be tracked here:
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