Contacts:

When working in DealWall on various Deals you will be in constant collaboration with various contacts. These contacts may be for example - 

• people in your own organisation 
• people in the enterprises you are dealing with 
• people in the partner accounts helping with the deal. 

Using the menu in the navigation bar you can 

• add new contacts 
• import contacts from your personal address book on mobile devices
• list the contacts
• search contacts 
• sort by name or the company they belong to 
• set your own availability status 
• view your contacts availability status 
  • Available: Displayed in green color. This is the default status.
  • Busy: Displayed in red color.
  • Idle: Displayed in yellow color.
  • Offline: Displayed in grey color.
• initiate communications (email, meeting invite, chat,  call) with your contacts 

Listing Contacts:

To list the contacts 

• click on menu in the navigation bar
• the contact list appears 
• 
• you can sort the list using the column headers. 
• to search for contact start typing their name in the search bar 
• you can also search by company name 

Adding Contacts:

To add contacts

• click on menu in the navigation bar
• the contact list appears as shown above. 
• click on in the contact list 
• the Add Contact form appears 
• 
• fill in necessary information 
• you can select the company this contact belongs to or add a new company if not found in the list 
• DealWall will send an email invite to the new contact 
• the recipient can choose to click on the invitation link in the email to register in DealWall and start using it.  
• it is not mandatory for the contact to register in DealWall 
• click on Save 
• the contacts list is refreshed to show the newly added contact. 

Communicating with Contacts:

The communication bar helps you to communicate with the selected contact or contacts from your contact list. You can communicate via 

• e-mail,
• meeting request,
• task,
• chat,
• phone call (on mobile devices) 
• skype (if skype id of both parties is available and skype is available on the device) 
• facetime (on iOS devices) 

You can also

• filter communications based on the selected contact
• edit the selected contact.

To Send Email / Meeting Invite / Chat / Assign Tasks:

• click on menu in the navigation bar
• the contact list appears as shown 
• 
• select the contact(s) you want to communicate with 
• the communication bar appears 
• select the appropriate option from the communication bar 
• the appropriate form appears to complete the action 

 For more details on how you can effectively collaborate and communicate with contacts click here.

To Edit Contact

• click on menu in the navigation bar
• the contact list appears as shown above. 
• select the contact you want to edit
• the Edit Contact form appears 
• make the necessary changes, click on Save 

                            Copyright 2016-2021  A2O Mobile