Adding Contacts
Podium enables you to add relevant contacts of your company to the profile, so that platform users know who to contact for technical or sales queries.
Access contacts page
You can find the form to add and manage your company contacts by going to the ‘Contacts' section in the upper left corner of your screen. The contacts page displays a list of contacts currently stored on the platform and linked to your company.
Add Contact
To add a contact, simply click on the ‘Add Contact’ button in the top right corner of the contacts page, which will navigate you to a contact data entry page.
Add name, title & department data
In the contact form, you need to input the 'Name' and 'Job Title' of your contact for it to be created. You also have the option to include details about the 'Department' they belong to.
Add contact details
To ensure the contact information is valuable to platform users, please include an email address for the contact. Providing a phone number is optional.
Add contact expertise
The contacts page allows you to showcase the expertise of your contacts, making it simpler for platform users to locate a suitable contact for their inquiry. Providing this data is optional.
Set contact status
Contacts will be displayed on your company profile for platform users only if their status attribute is set to 'Active'. If you wish to hide a contact from your company profile, you can easily change their status to 'Inactive'. You have the flexibility to switch the status back to 'Active' whenever necessary.
Edit contact
To make changes to a contact, just hover over the three dots on the right side of the contact and choose 'Edit'. This will take you to the contact editing form where you can make modifications and then save or discard them.
Delete contact
To delete a contact, just hover over the three dots on the right side of the contact and choose 'Delete'. Before a contact gets deleted for good, you need to confirm this action to run or to get cancelled.