Skip to main content

Contacts/Prospects and Search

  • Updated

Search

MarketSharp

MarketSharp search looks for matching contacts and jobs based on what is typed in the search box.  There are filters below the search box that will filter the types of results return (i.e. Contacts or Jobs).  The search bar searches for the fields below:

  • Full name
  • First name
  • Last name
  • Contact's address or Job Address(not inquiry)
    • Address line one
    • City
    • State
    • Zip
  • Contact's email addresses (primary, secondary or tertiary)
  • Contact's phone numbers,
  • Job numbers

The search returns the top 100 results, if a desired result isn't displaying, the user needs to type in more information. When a Contact is a Lead and a Customer, they will show up as a Customer in search results.

Salesforce

Salesforce search searches for just about anything.  The filters indicate what types can be searched for.  The filters below the search box will filter out the types selected.

Recently Selected

Selected items from the search will then be able to be accessed in the Recently Selected area.  This area maxes out at 10.  If the area contains 10 items or more and a user selects a new search item not in the list, the last one in the list will be removed and the new item will be inserted at the top.

Adding a Prospect

Salesforce Classic

Users are able to add a new prospect via the mobile app on the Search screen.  Adding in a new prospect will bring you to the Prospect Detail Screen.

Actions

After getting search results for Prospects, the following actions are available:

  • Call
  • Text
  • Email
  • Navigating to the Prospect's address

When the required information does not exist for a Prospect, the action cannot be completed. For example, if the Prospect does not have an address, navigating the Prospect is not possible. Same for email, if you do not have the Prospect's email, you will not be able to email the Prospect etc.

MarketSharp

A user must provide a Last Name (Shows required on the form)

If the user does not enter in a phone or email, upon save, a message will appear indicating the user needs to enter in a phone or email.

When adding a Contact, the Contact's Type (Prospect, Lead or Customer) field can be set. When updating a Contact, the Type field cannot be changed as it could cause data loss when the Type is changed.

Email

  • Do Not Email is supported on the primary email address for MarketSharp. A warning will be displayed prior to emailing a Contact informing that the email they are emailing is marked as Do Not Email.
  • Do Not Email is only available for Salesforce users by adding the restriction fields to the Marketing Restriction section in the Page Layout.

Phone Numbers

  • Phone numbers will always put the primary phone number as the first one.  If there is no primary phone number, the first phone number in the list will be listed first. 
  • To edit a phone number, swipe left and select the Edit option if on a phone. On a tablet, all the phone fields will be visible in the form.  Then Save in the upper right.
  • To remove a phone number, swipe left and select the Delete option. Then Save in the upper right.
  • Do Not Call and Do Not Text are supported for the primary phone number within MarketSharp. A warning will be displayed when a user tries to call or text a number that has one of these descriptions and the icon and label will turn red on the Prospect and Appointment pages.
  • Do Not Call and Do Not Text are only available for Salesforce users by adding the restriction fields to the Marketing Restriction section in the Page Layout.

Additional Contacts

Additional Contacts are not editable. They can be found under a Contact when editing.  Because RemodelerGo does not take into Contact Types (Prospect, Lead or Customer), Additional Contacts are visible for users that can view Additional Contacts for Prospects, Additional Contacts for Leads or Additional Contacts for Customers. If a user does not have any of those permissions, Additional Contacts will not be visible to them.

Custom Fields

Custom Fields can be found under a Contact when editing.  Because RemodelerGo does not take into Contact Types (Prospect, Lead or Customer), Custom Fields are visible and editable for users that have permission to view/edit Custom Fields for Prospects, view/edit Custom Fields for Leads or view/edit Custom Fields for Customers. If a user does not have any of those permissions, Custom Fields will not be visible/editable to them.

If a user does have permission to edit Custom Fields for Leads, but not Customers, and the go to edit a Custom Field for a Customer, the Custom Fields in RemodelerGo will be editable/viewable, but will not be able to be saved. A user will receive an error when trying to Save.

 

Related articles