Manage your contacts

A contact is a person at a company you follow. They have no page of their own: they are read on their company's record, in the « Contacts » tab (see the company record). The portfolio also has a « Contacts » tab listing every person in the workspace, all companies together; a click on a person opens their row in their company's record.

Find a contactCopy Anchor Link

In the portfolio's « Contacts » tab, the search bar finds by name, job title, company, email or phone number (whatever the format typed). A job title is understood with its synonyms: « DAF » also finds finance directors. « Filtres » (Filters) offers « Entreprise » (Company), « Consentement » (Consent), « Département » and « Contacts principaux » (Key contacts), among others. The ⋯ menu gives « Importer un fichier » (Import a file), « Exporter les N lignes » (Export the N rows) and, if you belong to several workspaces, « Copier depuis un autre espace » (Copy from another workspace).

Read and edit a contactCopy Anchor Link

On a company record, contacts are grouped by department; the ones you mark as key come first. Click a row to unfold it:

• on the left, who the person is: first name, last name, department, job title, « Rend compte à » (Reports to) and the site they belong to;
• on the right, how to reach them: LinkedIn, email, « Ligne directe » (Direct line), « Mobile » and « Numéro perso » (Personal number).

As everywhere, you edit a value by clicking it: Enter saves, Esc cancels. A missing value is a dotted invitation (« Choisir un service », « Choisir un supérieur », « Choisir un site », « Ajouter un mobile »). First and last names are required.

The « Numéro perso » is kept for reference: Caryon Lead never dials it and never verifies it. If the person has left the company, tick « A quitté l'entreprise » (Has left the company): nothing can be planned with them any more, and they disappear from the org chart.

The star after the name marks a key contact — someone who matters in the company. A click turns it on or off; it applies to the whole team.

Reliable numbers: shields and the right numberCopy Anchor Link

Each phone number carries two shields:

The two marks exclude each other. When a number is reported wrong, a field « Ajouter le bon numéro » (Add the right number) appears right beside it: type the right one and it replaces the old one.

To call, Caryon Lead picks in this order: a verified number (direct line before mobile), otherwise the direct line, otherwise the mobile, otherwise the switchboard of the person's site. See also the call queue.

ConsentCopy Anchor Link

Each contact has a consent state, picked in place at the top of their unfolded record:

• « Jamais contacté » (Never contacted): the starting state;
• « A répondu » (Has replied): it switches to this state by itself when you log an exchange that succeeded, for example a meeting booked;
• « Ne plus contacter » (Do not contact): the person asked not to be approached any more.

The contact's feed and the row's iconsCopy Anchor Link

Each row carries icons, each named in its tooltip:

• always visible: « Écrire » (Write, an email draft), « Appeler » (Call, with the number and its type in the tooltip), « Enregistrer dans le répertoire » (Save to contacts: a QR code to scan with a phone and a file to download), « Profil LinkedIn »;
• on hover: « Mode prospection » (puts a call in your queue, or « Déjà en prospection » — Already in prospecting — if one is waiting) and « Séquence de prospection » (see sequences);
• « Historique » (History), with the number of actions done in a pill: the contact's feed, meaning their upcoming actions, then their exchanges day by day and the movements of the opportunities they are in;
• the ⋯ menu: « Nouvelle action » (New action), then « Supprimer le contact » (Delete the contact, after confirmation).

An icon without its data (no email, no number) stays greyed out and its tooltip says what is missing (« Email non renseigné »).

Add a contactCopy Anchor Link

In the « Contacts » tab of a company record, click « Ajouter un contact » and fill in the row that opens (see the company record). From the portfolio, the add window first asks you to « Choisir l'entreprise » (Pick the company). The contact is attached to the head office unless you pick another site (or « Aucun site en particulier » — No particular site). You can also create contacts from LinkedIn with the extension, or import them from a file with the import.