Sales Reps – Adding a Contact

To add a contact to your contacts list, click into your People page. Your contacts are found in the area shown below:

You’ll see a list of existing contacts. If you have none, that field will simply be empty. At the top of that screen, though, you’ll see a link to Add New Contact:

 

To add a contact, you’ll simply need their email address. Take note, though: You’ll want to add the email address they use to log in to Edelweiss! If you’re not sure what that email address is, just ask them.  (See more about finding people here.)

If the address you enter is indeed connected to an Edelweiss account, you’ll receive the “This user was located…” message shown below:

 

Click Add to Contacts to add this user to your contacts list.

If the email address you enter is NOT connected to an Edelweiss account, you’ll see this “There was no user found…” message.

SNAG_Program-0847

At this point, you’ll want to contact your account to see what address they use, if you’re sure they have an Edelweiss account. If you do not believe that they do have an account, or if that’s not a huge concern for you, you can add their name to the appropriate fields and click Add to Contacts to add them to your contacts list anyway.

Once a contact is added to your contacts list, you’ll be able to easily share markups and collections with them, add them to groups, etc. Also, very importantly, you’ll need to add a user to your contacts list for them to be able to share their orders with you!