How to create a GC Contact

Tips and Tricks for adding a GC Contact that isn't in the database.

RhinoDox has the ability to upload contacts associated with a GC into the platform.  This saves time in not having to add a GC contact each time AND allows you to further personalize and professionalize your proposal.

Watch the video below for a walkthrough of entering a GC Contact:

 

NOTE ON ENTERING THE PHONE NUMBER: There is a common training issue with creating contacts. It has to do with phone number. When you enter a phone number you should ONLY enter in the numbers like this:

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If you enter in the phone number with ANY formatting such as (555) 123-9876, it will give you an error creating the contact. This also applies to ALL phone numbers in the RhinoDox system.