The platform has a Database of Political and Media contacts however, you are able to create your own set of contacts, perhaps for Stakeholders, or even members of your own company and then map them, alongside your Groups.
Adding a Private Contact & Organisation
Firstly, navigate to the Contacts area of your platform:
From here, you can see all the filters you can use to search for contacts. Select the +Contacts & Organisation button to get started. Note that there is also a button to add a contact only.. but this requires you to have already either added the organisation OR the organisation already exists in the platform. For this guide, we'll firstly look at adding the organisation and the contact at the same time >
The pop up appears has quite a few fields to complete, but you don't have to complete everything. Just put in as much information as you can as this will help you to include the contact in any searches you do in the future.
Most of the fields are self explanatory, we'll just clarify a few. Firstly the information on the left of the screen >
'Contact Type' allows you to make the distinction between a Media contact or a Public Affairs / Stakeholder / Political contact. This will then act as a filter when searching the Database in the future.
The 'Organisation Name' box will automatically try to locate the organisation you are adding the contact to. Start typing the name of the organisation and select the correct one from the dropdown, or type in the name of a new one (this will then create the new organisation). You can add more information to the organisation profile later on.
Once saved your new contact will be searchable in the database using the filters and also via the quicksearch at the top of the page.
You may find all the Private contacts you have added to the platform via the Contacts Module and selecting the check box >
Refining Organisation profiles
As above, when creating new contacts and organisations, there may be further information you would like to add to the Organisation profiles.
In order to do this, firstly navigate to the Organisations profile by using quicksearch, or by locating your Private organisations via the Outlets module. Here, like Private Contacts, select "Private Organisation Only" >
Select the organisation you wish to update, and then click "Edit", on the top right corner. This will then allow you to add and edit information. Including the outlets Focus, Category, contact details, and also profile information:
Remember to click "Save", once you're done.