{"id":143,"date":"2022-10-10T15:16:22","date_gmt":"2022-10-10T15:16:22","guid":{"rendered":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/?p=143"},"modified":"2022-12-19T14:01:10","modified_gmt":"2022-12-19T14:01:10","slug":"how-to-track-and-manage-contacts-in-the-wpp-portal","status":"publish","type":"post","link":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/10\/how-to-track-and-manage-contacts-in-the-wpp-portal\/","title":{"rendered":"How To Track and Manage Contacts in the WPP Portal?"},"content":{"rendered":"\n<div class=\"wp-block-fv-player-gutenberg-basic\"><div id=\"wpfp_14aca50f776154b5e2f2fda0f39c4890\" data-item=\"{&quot;sources&quot;:[{&quot;src&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2022\\\/10\\\/WPP_Microsite-Track-and-Manage-Contacts-12.mp4&quot;,&quot;type&quot;:&quot;video\\\/mp4&quot;}],&quot;id&quot;:&quot;19&quot;}\" class=\"flowplayer no-brand is-splash is-paused skin-slim no-svg fp-slim fp-edgy\" data-fv-embed=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/10\/how-to-track-and-manage-contacts-in-the-wpp-portal\/fvp-19\/\" style=\"position:relative; max-width: 1920px; max-height: 1076px; \" data-ratio=\"0.5604\">\n\t<div class=\"fp-ratio\" style=\"padding-top: 56.04%\"><\/div>\n\t<div class=\"fp-ui\"><noscript>Please enable JavaScript<\/noscript><div class=\"fp-play fp-visible\"><svg class=\"fp-play-sharp-fill\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\"><defs><style>.fp-color-play{opacity:0.65;}.controlbutton{fill:#fff;}<\/style><\/defs><title>play-sharp-fill<\/title><path class=\"fp-color-play\" d=\"M49.9217-.078a50,50,0,1,0,50,50A50.0564,50.0564,0,0,0,49.9217-.078Z\"\/><polygon class=\"controlbutton\" points=\"73.601 50 37.968 70.573 37.968 29.427 73.601 50\" filter=\"url(#f1)\"\/><\/svg><\/div><div class=\"fp-preload\"><b><\/b><b><\/b><b><\/b><b><\/b><\/div><\/div>\n<div class='fvp-share-bar'><ul class=\"fvp-sharing\">\r\n    <li><a class=\"sharing-facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F10%2Fhow-to-track-and-manage-contacts-in-the-wpp-portal%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Wholesale+Parts+Pro+CRM+Training+Microsite+&url=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F10%2Fhow-to-track-and-manage-contacts-in-the-wpp-portal%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-email\" href=\"mailto:?body=Check%20out%20the%20amazing%20video%20here%3A%20https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2022%2F10%2F10%2Fhow-to-track-and-manage-contacts-in-the-wpp-portal%2F\" target=\"_blank\"><\/a><\/li><\/ul><div><a class=\"sharing-link\" href=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2022\/10\/10\/how-to-track-and-manage-contacts-in-the-wpp-portal\/\" target=\"_blank\">Link<\/a><\/div><div><label><a class=\"embed-code-toggle\" href=\"#\"><strong>Embed<\/strong><\/a><\/label><\/div><div class=\"embed-code\"><label>Copy and paste this HTML code into your webpage to embed.<\/label><textarea><\/textarea><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>Tracking and managing contacts throughout the WPP portal is an essential tool when it comes to furthering you wholesale parts business.<\/p>\n\n\n\n<p><strong>What is a contact?<\/strong><\/p>\n\n\n\n<p>Contacts are documented interactions made by sales reps that allow you to get a better idea of what topics are being discussed between customers and what next steps may be required in order to follow up with that customer.<\/p>\n\n\n\n<p><strong>How do I manage open and closed contacts throughout the WPP portal?<\/strong><\/p>\n\n\n\n<p>Managing existing contacts can be done in the \u2018Contacts\u2019 section of the portal, this can be found in the hamburger menu titled \u2018Manage Contacts\u2019. This page will provide you with a detailed list of all the contacts you have made with customers along with the ability to edit that contact and view that specific customers information.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1498\" height=\"649\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image.png\" alt=\"\" class=\"wp-image-144\" \/><\/figure>\n\n\n\n<p><strong>Contact Activity Calendar<\/strong><\/p>\n\n\n\n<p>The Contact Activity Calendar gives you a physical calendar view of all of the open and closed contacts made by your outside sales reps. On this screen, you can filter out open and closed tasks, how the interaction was conducted (in person or virtual), as well as filter out by sales rep.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1518\" height=\"881\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-1.png\" alt=\"\" class=\"wp-image-145\" \/><\/figure>\n\n\n\n<p><strong>Contacts Monthly Trends Screen<\/strong><\/p>\n\n\n\n<p>This screen will show you a bar graph view\/report of all the contacts made by sales reps throughout each month of the calendar year. Each sales rep is color coded and provides a link into each contact statistic that will route you to a screen that highlights activity done by that one sales rep in particular.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1479\" height=\"845\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2.png\" alt=\"\" class=\"wp-image-146\" \/><\/figure>\n\n\n\n<p>If you have any further questions and are unable to find an answer, please feel free to reach out to wpp@wholesalepartscrm.com.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1482\" height=\"671\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2022\/10\/image-3.png\" alt=\"\" class=\"wp-image-147\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Tracking and managing contacts throughout the WPP portal is an essential tool when it comes to furthering you wholesale parts business. What is a contact? [&#8230;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":"","footnotes":""},"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/143"}],"collection":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/comments?post=143"}],"version-history":[{"count":3,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/143\/revisions"}],"predecessor-version":[{"id":151,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/143\/revisions\/151"}],"wp:attachment":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/media?parent=143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/categories?post=143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/tags?post=143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}