Basics of Vision Pipeline – Adding Contacts
I’m starting a short series on how to use Vision to build better relationships. Here’s the first step…
Adding Contacts
This is clearly the most important first step! No contacts, no nothin’. Now, I know there are lots of slick ways to “sync” contacts from other systems. Believe me, this is our top priority right now! In a short time you’ll be able to sync with major email programs and maybe even social networking sites. But let’s just add one…
Click the plus button in the top left corner: 
With me so far? Now fill in just the basics. This helps keep it fast. You can add a lot more details later if need. This is the information you’ll need to identify and find the person in Vision.
So, you’ve entered Name and Company. Next is Tags. Huh? Like a sale tag? No like a label. Or a category. Call it what you will. Tag is the Web 2.0 term. And it really makes a lot of sense. Tags are totally flexible to how you think.
Just start typing. And separate each Tag with a comma. Be specific or general. Here are a few ideas: business, prospect, golf, friend, church, married, networking, influencer. There are no rules. How do you think about that person? Those keywords are your Tags!
If there are already Tags in your account, then Vision will give you a suggestion list to choose from so you don’t have to type each time. If not, each new Tag is automatically saved for later use!
Now click Add Contact and your Contact is added. Next you’ll need to schedule a followup because that’s the most important next step in building good relationships. I’ll give you some tips on followups in a couple days.
David Living, 
BarbAnders 2:39 pm on January 19, 2010 Permalink |
This is very simple so far. I had already done this before the tutorial. It’s that simple!
Shane 9:31 am on December 16, 2010 Permalink |
Thanks for lesson 1 !
Mobile Home Repos
Shane 9:56 am on December 16, 2010 Permalink |
I notice your last post was from 2009. Has developement stopped on Vision Pipeline ? If I invest some time learning it is it going to go away on me ?
Mobile Home Repos
Robert Schneider 8:33 pm on December 17, 2010 Permalink
No it hasn’t stopped, slow a little yes. Mostly, I’m just bad at posting regularly to the blog. However, you have inspired me since you are the third person to ask that in a week! So, you’ll get an updated blog post and the answer to your question shortly. And as a side note…very little time is required to learn it.
Shane 6:18 am on December 20, 2010 Permalink |
Thanks Robert !
Kathy 6:57 pm on June 30, 2011 Permalink |
Very simple! Thanks for making it so easy to use. I look forward to more lessons and putting this to good use!
Robert Schneider 10:38 pm on July 6, 2011 Permalink |
Glad you are enjoying it!
David Living 7:38 pm on July 31, 2011 Permalink |
Questions – Can I import “Tags” as i import contacts, Can import an ID number for a contact, Can I associate multiple contacts to one company?
Robert Schneider 2:26 pm on August 1, 2011 Permalink |
Can I import “Tags” as i import contacts?
Best way to do this is perform multiple imports (one for each Tag/Category). After importing the list, you have the option to ‘Tag these Contacts’. It only applies the Tag to the list just imported.
Can import an ID number for a contact?
This would be a custom field. You would need to first create the field (Customize > Custom Contact Fields), then during import, map the field in your import file to Other > Your Field Name
Can I associate multiple contacts to one company?
Not yet… You can certainly add the company name on the contact, but they aren’t linked yet.
Hope that helps!