Knowledgebase

 

Understanding the Difference Between Single Contact Types and Group Contact Types

During the course of running your business you will periodically require the use of managing individual contacts and groups of contacts. Segwik makes this challenge easy and intuitive.  

For instance, you may do business with the Acme Company. But in reality, you are doing business with employees or representatives in the Acme Company, like “Bob”.  In this case you would make a “prospect” named Bob” and a Company named “The Acme Company”  Company contacts can have any quantity of individual contacts within it.

From within a given individual contact you can easily click to see and manage data on the larger company, and from the Company details, you can easily see and click through to manage details of the individual contacts.

A company contact is identified as a Group Contact type, while a client/ individual is a Single Contact type. You can have many single contacts under a group contact type.

Group contact will have certain limitations but also certain features compared to an individual contact. For example, Group Contacts will not have a first name or last name.  

When creating a Single Contact, you add a Group Contact from the search box, search for an existing Group Contact, or allow Segwik to create a separate Group Contact from scratch.

You can do this under the Add Lead section by following through the Persona and Contact Details data.

Single vs Group Contacts - Step 1

Single vs Group Contacts - Step 2

 

 

 

 

Contact Us