The contact management system:
- Enter the information of every contact that you have in the database;
- Put the information relative to them, documents, organization, all that can put the contact into a context;
- Use the contact database.
Giving coherence to the contact database
Asking for additional information according to your stage in the process
Asking for feedback by creating follow-up surveys
Manage all the contacts in the tool
Capture all the contacts in the database, link them to projects and organisations.
Invite contacts to work with you on an application
Use the contact database to invite people to review applications or if you have specific needs while working on a project.
Organize your database
Having all the info relative to the projects is a way to have a complete and coherent database. Link the contacts to organisations and to projects, so that you have an exhaustive overview of the data.