In this article, we provide an overview of the steps to get your contacts into Rentman so you can manage your clients and communicate with other important people or companies.-
Create the right folder structure
Creating a good folder structure is essential to stay organized and find your information faster. In Rentman, you are free to set your own folder structure in the Contacts module, like this:
Add or import your contacts
Getting your contacts into the database allows you to keep an overview of all contacts for your projects. You can do this in two ways:
- Add your contacts: useful when you want to add a single (or small number) of contacts to the Rentman database.
- Import your contacts: useful when you want to add all (or a large number) of contacts at once. This works by uploading your .xlsx file (Microsoft Excel, Google Sheets) that contains a complete list of your contacts.
You can edit a single contact by going to the Contact module and double-clicking on it, or edit multiple contacts at once.
Tag your contacts
You can use tags to identify your contacts that are part of more than one group (for example, customers can sometimes also be your suppliers).
Apply discounts for a contact
Sometimes, you might want to apply discounts for a specific contact. You can give a contact discounts for:
- crew costs
- transport costs
- subhire costs
- total price of a project