Contacts Guide

Purpose

View, search, create, and manage contacts in Exceed. Contacts represent people related to an account, such as stakeholders, technical contacts, decision makers, or participants involved in opportunities and follow-ups.

Contacts can be managed from the main Contacts menu or directly from an Account record.

Before You Start

• The related account must already exist in Accounts.
• You must have access to the Contacts menu or to the account workspace.
• Required fields marked with * must be completed before saving.
• To use Quick actions, select at least one contact from the list.
• Use the Decision Maker section to identify whether the contact can influence or approve business decisions.

Steps

View Contacts from the Contacts Menu

1. Go to Contacts > Contacts.
2. Review the contact list.
3. The list displays information such as:
   • Name
   • Title
   • E-mail
   • Mobile
   • Decision Maker
   • Actions
4. Use the checkbox to select one or more contacts.
5. Use the arrow icon to expand a contact row and view additional information when available.

View Contacts from an Account

1. Go to Accounts > Accounts.
2. Open the account you want to review.
3. Click the Contacts tab.
4. Review the contacts associated with that account.
5. The list displays information such as:
   • Name
   • Title
   • E-mail
   • Mobile
   • Decision Maker
   • Actions

Search for a Contact

1. Go to Contacts > Contacts or open the Contacts tab inside an account.
2. Enter the contact name, email, title, or related keyword in the Search field.
3. Review the matching results.
4. If the expected contact does not appear, clear the search and try again using another keyword.

Create a New Contact from the Contacts Menu

1. Go to Contacts > Contacts.
2. Click New Contact.
3. Fill in the required fields:
   • First Name
   • Last Name
   • Account
   • Country
   • LinkedIn
4. Fill in optional contact information when available:
   • Title
   • Main E-mail
   • Other E-mail
   • Office Phone
   • Mobile Phone
   • Promoter Level
5. In the Decision Makersection, select whether the contact is a decision maker:
   • Select Yes if the contact can influence or approve business decisions.
   • Select No if the contact is not a decision maker.
6. If applicable, complete:
   • Responds to
   • Comments
7. Click Save.

Create a New Contact from an Account

1. Go to Accounts > Accounts.
2. Open the account where the contact should be added.
3. Click the Contacts tab.
4. Click New Contact.
5. Fill in the required contact information.
6. Confirm the contact is linked to the correct account.
7. Click Save.

Send an Email Using Quick Actions

1. Go to Contacts > Contacts.
2. Select one or more contacts using the checkbox.
3. Click Quick actions.
4. Select Send Email.
5. Fill in the required email fields:
   • Subject
   • Body
6. Add CC recipients if needed.
7. Add an Attachment if needed.
8. Click Save.

Schedule a Meeting Using Quick Actions

1. Go to Contacts > Contacts.
2. Select one or more contacts using the checkbox.
3. Click Quick actions.
4. Select Schedule Meeting.
5. Fill in the required meeting fields:
   • Title
   • Description
   • Date
   • Time Zone
   • Start time
   • End time
6. Add Participants and additional invitee emails if needed.
7. Select whether you want to create a Google Meet link.
8. Click Save.

Edit a Contact

1. Go to Contacts > Contacts or open the Contacts tab inside an account.
2. Find the contact using the list or the Search field.
3. Click the action menu for the contact.
4. Open the contact edit option.
5. Update the necessary fields, such as:
   • Title
   • Main E-mail
   • Mobile Phone
   • Promoter Level
   • Decision Maker
   • Responds to
   • Comments
6. Click Save.

Important Rules

• Contacts should be linked to an existing account.
• Contacts can be created from the main Contacts menu or from the Contacts tab inside an account.
• When creating a contact from an account, confirm it remains linked to the correct account.
• Required fields marked with * must be completed before saving.
• The Account field connects the contact to the correct customer account.
• The Decision Maker field helps identify stakeholders who may influence or approve opportunities.
• Use accurate email and phone information to support communication and follow-up.
• Quick actions require at least one selected contact.
• Emails and meetings created through Quick Actions should be reviewed before saving.
• Meeting times should be created using the correct Time Zone.

Common Issues

Issue: Quick actions are not available
Likely cause: No contact was selected.
How to solve: Select at least one contact using the checkbox, then click Quick actions.

Issue: Save button does not create the contact
Likely cause: One or more required fields are empty.
How to solve: Review all fields marked with * and complete the missing information.

Issue: Contact is linked to the wrong account
Likely cause: The wrong Account was selected during creation, or the contact was created from the wrong account workspace.
How to solve: Open the contact, update the Account field, and save the changes.

Issue: Contact does not appear inside the account
Likely cause: The contact is not linked to that account.
How to solve: Open the contact and confirm the correct account is selected in the Account field.

Issue: Email cannot be prepared from Quick Actions
Likely cause: The selected contact may not have a valid email address, or required email fields are empty.
How to solve: Confirm the contact has an email address and complete Subject and Body.

Issue: Meeting cannot be saved
Likely cause: Required meeting fields are incomplete.
How to solve: Complete Title, Description, Date, Time Zone, Start time, and End time.

Issue: Contact does not appear in search results
Likely cause: The search term does not match the contact information.
How to solve: Search by another value such as name, email, account, or title.