Adding Contacts to the Relationship Map

When you select Manage Contacts > Import Contacts, the Import Contacts dialog opens. In this dialog's Search tab, you can search for and select the contacts you want to add to the map.

The toggle Hide contacts already added allows you to tidy up your search results by hiding contacts who already appear on your map.

The search options can be used individually or in combination:

• Search - name, title, or email

The contacts matching the characters you type in the field are listed.

• Account

If you're working on an account relationship map, the account the map belongs to is specified automatically.

If you're working on an opportunity relationship map, the account the opportunity belongs to is specified automatically.

You can change the account selection if necessary. When no account is specified, the search is conducted across all accounts.

• Opportunity

When you specify an opportunity, the contacts on its relationship map are listed.

• Altify Suggestions

You can use the filter 'pills' to refine your search to include only key players, mentors and supporters, or contacts with a high level of coverage (contact with your company).

A maximum of 50 matching contacts are listed. If your search returns more than 50 contacts, you may need to refine your search further.

Note: If you are working in Altify Account Manager and you are currently viewing a specific division in the relationship map, imported contacts are automatically assigned to the relevant division.

A contact can be assigned a persona. Common personas include CEO and COO.

This gives you a way of quickly finding contacts with the types of roles that are important to include on your relationship map.

When you select Manage Contacts > Import Contacts, the Import Contacts dialog's Personas tab enables you to search for contacts by persona.

Select the persona you're interested in to get a list of contacts who have that persona. In this example, the Biz Finance persona is selected, and you can see that two contacts have that persona.

You can select one or more of these matching contacts to select them for inclusion on your map.

 

Note: Altify comes with several personas already set up, but your company can have its own specific set of personas, as is the case in the example shown here.

If you can't find the right contact for a persona that you know is important to include on your map, you can add a placeholder persona card to the map. You can easily replace this later when you know who the right contact is.

With the persona selected on the left, select the Add Placeholder Persona checkbox.

 

The placeholder persona card is purple to distinguish it from the contacts on the map. It has two buttons: Add and Create New.

• Add is a quick way to replace the card with either an existing contact.
• Create New is a quick way to replace the card with a contact who doesn't already exist in Salesforce, creating their Salesforce record at the same time.

 

 

When you select Manage Contacts > Create New Contact, a dialog opens where you specify the basic details of the new contact.

When you click Save, their Salesforce contact record is created, and a card is added to the map for them.

Note: If you are working in Altify Account Manager and you are currently viewing a specific division in the relationship map, newly created contacts are automatically assigned to the relevant division.

If divisions are created for your account, you can view contacts associated with a particular division, or all contacts who are added to the map (see Viewing Division Contacts).

When you are viewing the account view of the map, you can assign contacts to your divisions. To do this, select Manage Contacts > Assign to Division: a dialog opens where you can assign unassigned contacts to a division.

Click the toggle Hide contacts already assigned to see unassigned contacts only.

When you click Assign, the contacts you selected are added to the division view of the relationship map.