In Political Sign Manager (PSM), users have the capability to add their team members to contacts, facilitating efficient collaboration and task allocation within campaigns. Here's how you can add team members to contacts.
All you have to do is fill the following information - Name, Team name (click here to learn how to create Teams and Roles), contact information, contact image,
Here's how you can add team members to contacts:
- Navigate to the Contacts section: Access the Contacts section within your PSM dashboard. Click on the "Add Contacts" button to initiate the process.
Add Contacts to PSM
- Add a new contact:
- Fill in the required information for the team member:
- Name: Enter the team member's name.
- Assigning Teams and Roles:
- After adding the team member to your contacts, you can assign them to specific teams and roles within PSM.
- This allows for streamlined task delegation and organization within campaigns.
- (Refer to the guide on Creating Teams and Roles if needed)
- Contact Information: Provide the team member's contact details, such as email address and phone number.
- Contact Image: Optionally, upload an image to personalize the team member's profile.
- To add new Teams and Roles:
- Click on the + icon next to the team name and enter the team name to add a new team.
- Similarly, click on the + icon next to the role name and enter the role name to add a new role.