As a photographer you may have many different types of clients and contacts. For example, if you are a wedding photographer you would have communication with the clients - the Bride and the Groom - but you may also have some communication with other contacts like the Mother of the Bride, the Venue Coordinator, and so on.
Sprout offers an easy way to keep track of who is who as they relate to a Lead or Shoot by using Contact Roles.
How to create and edit a contact role
You can add a new contact role in two different ways:
- Directly from within a contact by opening that contact's details and navigating to the "Overview" tab which lists all the leads and shoots this client is attached to. Add their role by clicking "+ Role" beside the lead or shoot you want to add it for. To add a new contact role to the list simply click "+ Add New" at the bottom of this list.
- Go to Settings > Automation > Customizable Lists > Contact Roles and click the "Edit" button. At the bottom of this list will be a "+ New Contact Role" button to add a new one, or you can edit an existing one.
When adding/editing a contact role in settings, you can assign a colour to that role, and rearrange the order they are listed in so those roles you use most often are at the top of the list.