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View Contact Profile

Table of Contents


Client Contact Profile

Overview

The Client Contact Profile contains all of the information associated with any person you consistently interact with at a client site. Some examples are a Hiring Manager, Project Manager, and Vendor Coordinator.

Parts of the Contact Profile

Contact Name

The first and last name of the contact.

Client

The name of the client for whom the contact works.

Phones

All of the telephone numbers and types associated with the contact.

Attachments


All documents that have been attached to a contact’s profile. 

Communicate

Allows a BrightMove user to send emails to the contact directly from their profile in BrightMove.

Work Environment

Area provided for notes on the contact’s job or department description

Requirements

List of all job requirements associated with the Contact.

Activities

Historical listing of all correspondence and activities associated with contact.

Notes

Area provided for the BrightMove user to record any notes about the contact.

Sales

Lists the territory, sales account classification, and Sales person associated with the contact.

Category:Contact
Category:Contact Profile

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