1. Open an Account and click the Contacts tab.

2. Click the + icon. 

3. Add the contact’s information. Their name, email and first touch source and details are the only required fields. 

4. Click Save to add them to the account. 

Once you've added a contact and saved their information, you can click their name in the list. In the Summary tab, you can see all the information you added and there are fields for more. There, too, is their individual timeline (your activities aimed at them).

Under the Details tab, you can set up their preferred contact method. 

It's a good idea to add a primary contact. This is the person you most likely communicate with.  Once added, the email address of the Primary Contact will become the default email address of the account. You can change all these fields later, if you need to.

To add a Primary contact:

1. In the Contacts list, select the Primary Contact field and press Enter to search your contacts. The list of contacts appears.

2. Select the name you want as primary contact and click Save. 

1. In any area, click Contacts from the Customers section of the left navigation. The list of contacts appears.
2. Click the + icon above the list to add a new contact. The Account field is required.

3. Click Save to add this contact to an account.

Add Contacts from a Posted Form

When an interested contact fills out a form on your website and it comes into TekStack Marketing, the system verifies the contact to see if it already exists in your database. If not, it is automatically created. A contact cannot be entered into TekStack without a related account. Therefore, you will set up an account for the contact, if it doesn’t already exist. See Create a New Account for more details about this process.

Related Accounts

If you make an account the “parent” of another account, you can easily see information about the related account(s) from the parent.

Here’s an example. The following account, iLand Data, is the parent account of Oakley Canada. You can see under the Details tab, the section for Related Accounts, where you can add “child” accounts.

Here is the Oakley account with the “parent” associated in the Parent Account field.

You can associate the accounts to each other from either account.

Under the Contacts tab in the parent account, iLand Data Inc., you will see a smaller heading named Contacts.

Click the arrow to the right of the heading to see the option to view Contacts from Related Accounts.

Here you will see the list of contacts from the child account, Oakley Canada.

From the parent account, you also see Projects and Opportunities from related accounts.

Back to the top