Managing Contacts in Movegistics 5.0

 

Managing Contacts in Movegistics 5.0

 

Why This Matters to Your Business 🧍📦

Contacts are the individuals being moved—your primary customers. Whether they're homeowners relocating cross-country or employees moving for a job, managing contact profiles in Movegistics 5.0 is essential for capturing lead info, tying moves to the correct person, and ensuring seamless communication from quote to completion.

By organizing your contacts with tags, company associations, and ownership tracking, you keep your
CRM clean, efficient, and highly actionable.

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Accessing the Contacts Module 👥

1. Navigate to Sales > Contacts from the left menu.
   

2. This brings up the Contacts information view where you can:

   • Search contacts by name, phone, or email

   • Filter by tags, company, contact owner, or source

   • Create or edit saved views

   • Export your contacts for reporting
     

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Adding a New Contact ➕

1. Click the + (Add) button at the top-left of the Contacts screen.
   

2. Complete the form with the following details:
   
   

Contact Details:

• First & Last Name

• Email Address

• Mobile and Home Phone Numbers

• Contact Owner – The user responsible for follow-up

• Company Name – If the move is being paid for by a company, link it here

• Tags – e.g., Repeat Customer, Senior Move, High Priority

• Affiliate, Source, Date of Birth (optional)
  

Address & Move Info:

• Home address details

• Move date

• Any internal notes for the sales or ops team
  

3. Click Save or Save & Add Another to continue adding.

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Managing Existing Contacts 🛠️

Double click on any contact in the list to open their Contact Information View. From here, you can:

• View and edit core information

• Edit the Contact Detail Screen (Change Contact information)
  

• See all related Work Requests on the right

• Review past emails, texts, notes, and call logs across the tabs

• Access Field History to track when changes were made and by whom

• Add new notes or trigger communication directly from the top menu

This ensures every move tied to a person is traceable and complete.

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Company Association 🏢

If the move is being covered by a business, government agency, or other payer:

• Link the contact to a Company Profile via the “Company Name” field

• That company will be billed for the job
  

• All work requests created from the contact will inherit that association

This structure makes billing and reporting seamless.

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Best Practices for Contact Management 🧠

• Tag your contacts for easy segmentation and automation triggers

• Use clear internal notes to avoid miscommunication

• Regularly update contact ownership when leads are reassigned

• Review contact Field History before disputes or updates

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For help managing contacts or syncing them with your company records, email us at [e-mail].