Managing Contacts With mTap Teams Contacts Dashboard

A Team admin or team leader using the "Contacts" feature of mTap Teams can significantly enhance their team’s networking and relationship management efforts. In this role, they oversee the organization of contacts within mTap Teams, leveraging the tool’s capabilities to streamline contact management and ensure that all interactions are effectively tracked and utilized for maximum impact. 

Using mTap's centralized platform, the admin can holistically oversee their team members' performance. They can also integrate the contacts feature with the team’s CRM, providing a seamless flow of information and making it easier to track the progress of relationships from initial contact through to the nurturing and maintenance stages. This ensures that every team member is aligned and aware of past interactions, avoiding the common missteps of repeated pitches or misaligned conversations.

The admin also utilizes analytics provided by mTap to monitor networking activities, gaining insights into which contacts are driving the most value and where the team might need to improve their outreach strategies. By analyzing these metrics, they can identify high-value connections and prioritize efforts accordingly, optimizing the team’s networking strategy. Ultimately, this structured approach enhances the efficiency of managing contacts and cultivates stronger, more strategic relationships that align with the team’s goals.

Here is a step-by-step guide on how to manage contacts with mTap Teams dashboard.

Step 1. Access mTap Teams Dashboard

Step 2. Select "Contacts" from Leads and Contacts tile

Step 3. Search contacts:

   - Use the name ‘search’

   - ‘Sort’ by team member's name

Step 4. Edit contact information (admin only):

   - Scroll to the far right

   - Use edit overlay

   - Populate various components as needed

Step 5. You can apply changes across all mTap system cards

Step 6. Customize dashboard view:

   - Click "columns"

   - Toggle desired columns

   - Note: Some columns are locked by default

   - Use ‘hide-all/show-all’ options

   - Default columns remain visible in hide-all mode

Step 7. Apply filters:

   - ‘Filter’ contacts by various criteria

   - More assigned information improves searchability

Step 8. Adjust the layout ‘density’:

   - Choose from compact, standard, or comfortable

Step 9. Export options for contacts are:

    - ‘Download as CSV’

    - ‘Print’ contacts

Now that you have an understanding on how to work with, mTap Teams contacts dashboard, you can read about managing leads here.