Adding New Contacts to Skylight

Have a new business card from a conference? Have you met someone new through your supplier? Has someone taken over from a contact in your client's office? Its easy to update Contact information while you're using Skylight - making sure your whole business is singing from the same page.

You can add as many contacts as you want and they can include: suppliers, clients, colleagues, contacts and friends.

There are two ways you can add Contacts to your Skylight database. The first is during the initial Setup process through imp[ort process as described below. The second way is to simply used "+ add" option from Dashboard and main navigation 'Contacts' section and then "Add" person or a company.

Adding & importing Contacts during the Initial Setup:

When you create a new Business in your Skylight account (see How to Create a Business) you will automatically be taken through the stages of a brief Setup process. The Setup is a great way to hit the ground running with Skylight. If you already have address books, spreadsheets, or a database that you've been using to store contact information, you can import that information into Skylight from the beginning.

1. You will be taken to the Setup process automatically when logging on to a new Business for the first time.
2. Click on the "Companies" tab to add information about Companies and the "People" tab to add information about the people you work with.
   Here you can add all the information about People and Companies you work with, represent, work for, or would like to work with in the future. Think of this as an online business card – stored to your Skylight account and available at any moment.
3. You can add individual contacts by filling out the forms provided - by clicking on the "Add" button on the right of the screen.
4. Or you can Import your own contacts - by clicking on the "Import" button. You will be instructed to download a CSV (or comma separated values) file that can be opened by a plain text editor or a spreadsheet like Excel. Save the file to your computer and follow the instructions given in the Setup to populate it with your individual contacts and then upload it. Skylight will create your contacts on the system.

Adding Contacts on the Go:

1. You can access your contacts directly from your Dashboard.
2. Simply click "Add" from the Dashboard view of Contacts and you have the choice of adding either a person or a company. Or, you can click on the Contacts tab and choose to add a person or a company.
3. When adding a contact you can relate them to Companies with specific Roles(Tags)
4. You can add detailed information such as address, phone number.
5. further you can use Tags to group contacts, simply type in the tag to create new of select from the list.
6. Save

Adding optional details about contacts:

You can always add more contact information – secondary phone numbers/fax numbers and alternative addresses, twitter, linkedin or facebook links.
1. Simply go to the person’s record – under contact details click “Add”
2. Choose to add a phone number, email or postal address. You can add their website or myspace or other online contact information.