In this article, we will discuss the simple and easy steps to add a contact and edit contact information in PULSE by Penny. Whether you're new to the app or just need a refresher, we've got you covered!
How to add a contact
1 - Select "+ Add" at the bottom of the mobile app 📱 OR
Select Contacts from the web app 💻
2 - Select "Add a Contact" on the mobile app 📱 OR select Add then Add a Contact from the web app. 💻
3 - A pop-out window will appear, fill out the required fields. Select "Create".
Hot Tip: The create button will be greyed out if the Last Name field is empty.
4 - Categorize the contact by selecting the appropriate category. (IE. Prospect, not interested, maybe later, etc.). Select "Categorize" on the mobile OR Save on the web version.
Important: Customers and Downlines are created in your back office and automatically synced to PULSE by Penny.
5 - Schedule a Reachout from the options provided or the date picker. Select "Schedule".
6 - Input any notes or tags you would like to associate with the contact's profile or the Reachout that you scheduled. Select "Next" on the mobile OR Save on the web version.
Hot Tip: Notes and Tags are optional but important. Learn more about them here.
That's it!
Important note: If your contact is Uncategorized, PULSE by Penny will create Reachout tasks for them as long as your Fill Your Funnel feature is turned on.
Edit Contact Information
Important: Your Downline and Customers' contact details can only be changed in your back office. PULSE by Penny will automatically add/modify the contact and their contact type in your account when it syncs with your back office.
For prospects and uncategorized contacts, please follow the steps below:
1 - Click "More" in the bottom right corner of the app 📱 and select "Contacts" OR Click "Contacts" on the left-hand side of the page on the web. 💻
2 - Type the name of your contact on the search bar. Some filters will also appear after selecting the search box.
3 - You can also use the "Filters" on the upper right side to select a specific contact type on the web. 💻
4 - Select the contact card by clicking on it.
5 - On the profile card, click the "Edit ✏️" icon.
6 - Now you can "edit" to adjust the profile details. Categorize the contact by selecting the appropriate category. (IE. Prospect, not interested, maybe later, etc.). Select "Categorize" on the mobile OR Save on the web version.
7 - You will also have the option to upload or update the photo of your contact.
8 - Select “Save”
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