Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More Contacts ModuleOne of the modules of the Boost.space system. In this module, you can easily manage your business contacts.: Organize Contacts with Contact Groups

The Contacts moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More in Boost.space provides the convenient “Contact Group” feature, allowing you to organize your contacts into individual groups. By grouping contacts, you can efficiently manage and apply discount levels within the sales workflow. Let’s explore the key highlights of this feature:

Organize Contacts into Groups

In the Contacts module, you have the flexibility to categorize contacts into distinct groups. These groups can be created and customized in the settings, providing you with a structured approach to managing your contacts.

One Contact, One Contact Group

Each contact can only be assigned to one contact group. This ensures clarity and avoids conflicts when determining discount levels and other settings within the sales workflow.

Impact on Discount Levels

The contact group assigned to a contact determines the discount level applied within the sales workflow, such as in the Orders module. This allows you to provide appropriate discounts based on specific customer groups.

Granular Discount Settings

You have the option to set the contact group to apply discounts to either all products or only products from a certain category. This flexibility allows you to tailor the discount structure according to your business needs.

Updating Discount Levels

You can edit the discount level for a contact group. However, it’s important to note that changes in discount levels will only affect new orders. Orders placed before the discount level modification will retain the previous discount value.

By utilizing the Contact Group feature in the Contacts module, you can effectively organize your contacts and manage discount levels within the sales workflow. This streamlines your sales processes and ensures consistent treatment of contacts based on their assigned groups.