Managing companies and contacts
Need to add promoters, venues, or other external contacts to Stagent? No problem! Follow these simple steps to add new contacts and keep everything organized.
Step 1: Log in to Stagent and Access the Contacts Page
First, log in to your Stagent account. Once logged in, click on the "Contacts" tab in the left-hand menu. This will take you to the contacts page, where you can view all your existing contacts and add new ones.
Note: Stagent creates new contacts at the company level, meaning you can link multiple individual contacts to the same company.
Step 2: Click on the "Add Company" Button
On the contacts page, you’ll see a button labeled "New Company." Click this button to begin adding a new contact.
Note: If the buyer does not belong to a company, use the 'add contact' option instead.
Step 3: Fill in the Contact Information
A form will appear where you can enter the company and contact details, including their name, email address, phone number, and any other relevant information. Double-check the details before moving forward.
Step 4: Save the Contact
Once you’ve entered all the necessary information, click "Create" to add the new contact to your Stagent team. And that’s it! You’ve successfully added a new contact to Stagent.