Service Fire Help Center
Service Fire Help Center
    • Marking A Lead Qualified
    • Marking A Lead Unqualified
    • Adding Direct Leads
    • Adding Past Customer Leads
    • Adding Notes To Leads
    • Lead Views
    • Finding Contacts
    • Adding Additonal Contact Details
    • Creating A Proposal
    • ServiceFire (Sales Team) — Quick Tour & How to Log In (Video 1)
    • ServiceFire (Sales Team) — Proposals: Create, Update Status, Notes, and Activity (Video 2)
    • ServiceFire (Sales Team) — Accepting a Proposal Creates a Job + Task List (Video 3)
    • ServiceFire (Sales Team) — Job Tasks: Viewing, Updating Checklists, and Tracking Progress (Video 4)
    • ServiceFire — Notes + @Mentions: Tagging, Notifications, and Where Notes Appear (Video 5)
    • Lead Flow SOP: Proposal → Accepted → Job → Tasks
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    • Marking A Lead Qualified
    • Marking A Lead Unqualified
    • Adding Direct Leads
    • Adding Past Customer Leads
    • Adding Notes To Leads
    • Lead Views
    • Finding Contacts
    • Adding Additonal Contact Details
    • Creating A Proposal
    • ServiceFire (Sales Team) — Quick Tour & How to Log In (Video 1)
    • ServiceFire (Sales Team) — Proposals: Create, Update Status, Notes, and Activity (Video 2)
    • ServiceFire (Sales Team) — Accepting a Proposal Creates a Job + Task List (Video 3)
    • ServiceFire (Sales Team) — Job Tasks: Viewing, Updating Checklists, and Tracking Progress (Video 4)
    • ServiceFire — Notes + @Mentions: Tagging, Notifications, and Where Notes Appear (Video 5)
    • Lead Flow SOP: Proposal → Accepted → Job → Tasks
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  • Adding Additonal Contact Details

Adding Additonal Contact Details

  1. Go to the Contacts section on the left-hand side.

  2. Click on the desired contact.

  3. Click Edit Contact.

  4. Add or update necessary details, such as:

    • Company Name

    • Job Title

    • Address (street, city, ZIP, country)

  5. Click Save to update the contact information.

  6. The updated details will be used automatically in future proposals.

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