Adding Key Contacts in JobSite123

Feb 5, 2010     Topics: Qual-Port How-To\'s, customer solutions

By adding your company’s Key Contacts into your Qual-Port, you ensure that contact info is easily found by your clients and prospects. And the standardized categorization of your contact information allows anyone calling your company to quickly can get to the person they need without having to research further - saving time and money for all parties.

To add a Key Contact to your Qual-Port:

1.) Login to JobSite123.com with the username and password for your Qual-Port account.

2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.

3.) Click on the tab in the left-hand navigation bar marked “Key Contacts”.

4.) In the top right-hand corner, click on “Add a Contact”.

5.) Fill out all the information you wish to list for that contact. You are required to select a contact type, and list a first and last name.

6.) To add a picture, click the “Browse button located next to the “Image” field. Select a photo of your Key Contact from your hard drive.

7.) Scroll to the bottom of the screen and click “Create Key Contact”.

To edit a Key contact:

1.) Login to JobSite123.com with the username and password for your Qual-Port account.

2.) From your Welcome Page, look under the heading “Modify My Qual-Port” and click on the name of your company.

3.) Click on the tab in the left-hand navigation bar marked “Key Contacts”.

4.) Next to the name of the Key Contact you wish to edit, click “Edit”.

5.) Make any desired changes using the fields provided.

6.) Click “Save Changes”.

Tags: clients, Key Contacts, prospects, saving time and money