Give contacts a primary and secondary consultant
In order to allocate your clients to your organisation's team members, those with the permissions to edit contact records in your database are able to add consultants to contact records.
- Log in to your Artlogic database.
- Go to Contacts.
- Find a contact record that you'd like to assign to a (sales) person in your organisation and click the 'pencil edit' icon to open up the edit screen.
- Under the first 'Contact' tab, scroll to General to find the consultant and secondary consultant options. Do note, while only users in the system will appear in the drop down menu it is possible though to manually add any name to this field.
- Your consultant/s will now appear in the contact record's preview pane and you'll now be able to search your contact records by consultant (see below).
Searching your database by 'consultant'
Exports and reports
Once you have narrowed down your Contacts list screen you're able to create documents, reports, send offer emails, or to modify the contacts as you wish. This could include creating an Advanced report or exporting the sales history.
How to add a salesperson to new invoices
Consultants can be added to newly created invoices in the invoice's settings, under 'Company/department sold by field:
Adding commissions (or finder's fees) to invoices
It is also possible to add commissions or finder's fee to invoices too. Read this guide for more information on this.