ARC

How to Create a New Contact in an Account

How to Create a New Contact in an Account https://embed.app.guidde.com/playbooks/gzmij6H4sc4iia1uPteQYW This guide will show you how to add a new contact to a clients account in ARC. Go to citylifestylehq.com 1. Why is contact information important? Keeping contact's information updated ensures the right people receive the right communication and access. The contact type controls what info they get and their Customer Portal access. Staying current helps avoid delays, ensures responsibilities are managed, and strengthens client relationships. Why is contact information important? 2. Click "Accounts" In the ARC dashboard, navigate to the Accounts tab on the left side of the screen Click 'Accounts' 3. Click "Accounts" Navigate to the "Accounts" section. Click 'Accounts' 4. Search for account Search for the account name in the search field. The other fields are not required but can be used to help filter your search. Search for account 5. Click on account Select the account by clicking on the name from the list. Click on account 6. Click "Contacts" Access the "Contacts" section. Click 'Contacts' 7. Click "Add Contact" Click the green "Add Contact" button on the right side of the page. Click 'Add Contact' 8. Enter name and select "Contact Type" Enter the contact's first and last name and under "Contact Type" select all that apply. Enter name and select 'Contact Type' 9. Contact Types The Contact Type determines access to the Customer Portal and the communication they receive. A primary contact has full portal access and will receive all communications unless other primary contacts are added. Billing contacts receive emails such as invoices, reminders and have access to the invoices and agreements tabs. Ad Production contacts receive emails such as ad deadlines, revisions, proofs and have access to the ads tab. Digital contacts receive digital related emails and have access to the digital tab. The other contact type gives no portal access. Contact Types 10. Enter contacts title and email address Next enter the contacts title and email address if needed. Enter contacts title and email address 11. Enter contacts phone number and any special dates to remember Next fill in the contacts phone number. You can also add in a special date such as their birthday or the day they signed their contract. Then note if this is a recurring event. Enter contacts phone number and any special dates to remember 12. Click "Create Contact" Finalize and create the new contact. Click 'Create Contact' This guide explained how to add an additional contact to a clients account in ARC. Powered by guidde

How to Create a Note in an Account

How to Create a Note in an Account https://embed.app.guidde.com/playbooks/15rUJ8kfxwgPh7RP8jANbQ This guide will show you have to enter an account note in ARC. Go to citylifestylehq.com 1. Account Notes Notes provide a record of communication and interactions with clients or prospects. This ensures that everyone on the team has a clear understanding of the history and can make informed decisions. Account Notes 2. Click "Accounts" In ARC click on the Account tab on the left side of the screen. Click 'Accounts' 3. Click "Accounts" Navigate to the Accounts section. Click 'Accounts' 4. Search for account Use the search bar to search for your account and click the magnifying glass. Search for account 5. Select account Select the specific account. Select account 6. Click "Details" Navigate to the Details tab at the top of the page. Click 'Details' 7. Click "Add a Note" Scroll down and click the Add a Note button on the right side Click 'Add a Note' 8. Enter note and save Enter the note and click the green Save button to add to the account. Enter note and save 9. View in Notes section Notes can be viewed in the account in two places, first under the Notes section View in Notes section 10. View in History section Second under the History section towards the bottom of the Details page View in History section This guide demonstrated how to create a note within an account in ARC. Powered by guidde

How to Send an Email to an Account Contact

How to Send an Email to a Contact in ARC https://embed.app.guidde.com/playbooks/6iViY7N9aTseqkvKDiVbKD This guide will walk you through how to send an email to a contact through ARC. Go to citylifestylehq.com 1. Sending an Email to a Customer Sending an email to a contact in ARC is a great way to track the communication between contacts in one space. You can view if an email has been delivered, rejected, opened, viewed, and clicked. Sending an Email to a Customer 2. Accounts Page In ARC navigate to the Accounts page on the left hand side Accounts Page 3. Click "Accounts" Click the "Accounts" tab at the top of the page Click 'Accounts' 4. Search for Account Search for the account name in the search field. The other fields are not required but can be used to help filter your search. Search for Account 5. Click envelope icon Click on the account and select the envelope icon in the top right corner Click envelope icon 6. Select template or create custom email In the pop up window, you can select from pre-saved templates or create a custom email. Select template or create custom email 7. Save new template You can also create a new template by clicking Save as Template next to the Send button. Save new template 8. Add recipients Choose who the recipient you want to send the email to from the drop down menu. You can also click on the Custom Recipient link to enter a custom recipient email. Add recipients 9. Preview email If you want to preview the email before sending, click the Preview button at the top right of the Email box. Review your email content in the preview mode. To return to editing, click the Write button next to the Preview button. Preview email 10. Add attachment Upload or select any attachments if needed by using the attachment options available in the Email box. Add attachment 11. Click "Send" Once you are satisfied with the email content click the green Send button located at the bottom right. Click 'Send' This guide covered the process of sending and email to a contact in ARC. Powered by guidde