How to Create Sites for Contacts?

Updated on May 11, 2020 04:35AM by Admin

  • Login and access the Contacts App from the universal menu.
  • Click on the More(...) icon and select the settings.
Contacts
  • In the Settings page, click on the contacts and select the Scope.
Settings
  • You can view the Site Tracking Toggle.
  • Enable the toggle to view the Site section on the Contacts overview page.
Sites
  • You can edit the name of the Sites in the Tittle option.
  • Enable the Help Icon toggle to view the help icon next to the Sites.
  • By enabling the Help Toggle, you can add the Help text.
  • Here, you can add the information about the site section for clarification.
  • If needed, you can add the help link in the More info URL.
Help icon
  • You can customize the title of the add button in the Add Site.
  • You can add the site information based on the Add Site Privileges section.
Add Tittle
  • Now, select the contact that needs to add the site information.
Show All
  • Scroll down the Contacts Overview page to view the site section.
  • Click on the create button.
Scroll down
  • Depending on the Customer related to the contacts, you can view the Sites that are created to the Customers.

Note: You can only view the sites that are created under the associated customer. Click Here to know how to add sites in the Customers.

  • Select the Sites that you want to add to the Contact.
  • Click on the Add button.
Add Sites
  • The site will get added to the Site section.
Sites Added
  • You can automate the Site adding depending on the Country, State, and City. For example, if you want to add all the sides in the particular State or country or city you can enable the automatic site Assignment.
Assignment
  • Now, click on the Add the Site Section, you can view the Popup with the Add.
  • With the dropdown, select the Country, State, and the City options.
Add
  • The Sites will get added to the site section.
Sites Updated