Managing client contacts

Introduction:

Adding a client contact is a breeze with Keka. By simply navigating to the Project Clients section, you can easily add and manage contact information for client representatives. This feature comes in handy when collaborating with clients, as it allows you to input key members' details like names, email addresses, and phone numbers. This information can then be accessed by other team members working on the project to streamline communication, share updates, and even include them in invoices.

To add a client contact:

Simply go to the Project section and select Clients. Here, you can view a list of clients within your organization. Choose the specific client you wish to add a contact for.

Navigate to the Contacts tab on the Client page and click on the option to Add Client Contact.

Within the Add Contact window, input essential details such as the contact's Name, Job Title, Email, Mobile Number, and optionally a Secondary Mobile Number.

Furthermore, you have the option to include a Description for the client contact to provide any necessary specifics.

After filling in the required information, proceed by clicking on the Add Contact button to successfully add a new client contact.

Editing & Deleting a Contact:
To make changes to a contact, simply click on the three dots located on the card associated with the client. From there, you can choose the option to either Update or Delete the contact details from the drop-down menu.

If you need any more information on Bulk Importing Clients & Projects then click the link below: Bulk Importing Clients and Projects

Need further assistance with managing client contacts on Keka? Feel free to reach out to our team of product experts today for any questions or guidance you may need.