You can maintain a list of your personal contacts on Steel Spider. This list of
contacts is used by sellers
to send Offerings. Buyers
can use the Contact List to send inquiries to some or all of the people in their
Contact List.
Start by clicking on the
Add a New Contact button and filling in
a name and email address. Save it by clicking
Save Contact. If
you are adding another person from a company in your contact list, there is dropdownbox
under Insert Company Address to the right of the form. Select the company name and
the address information will be inserted in the form so you don't need to retype
it.
If you have many people to add, attach an excel file to an email to
info@steelspider.com and we will import the data for you.
New contacts can be added:
- by clicking on the "Add New Contact" button on this page, and
- by clicking on the "Add to Contact List" button displayed with a Steel Spider user's
detailed contact information.
If you are a buyer sending Inquiries or a seller sending Offerings you will be sending
your emails to everyone in your Contact List.
To send an email to a subset of your contacts or run an auction, you can set up
groups. One group called New Contact is set up by default. This group is automatically
checked when a new contact is added to your list. This allows you to identify people
that were recently added to your list. You can have 9 groups. Click on the Manage
Group Names to rename a Group.
When you are ready to
send your email you can select the group you created and
the emails will only be sent to that group instead of to all your contacts.
You can also export your list of personal contacts to an Excel file to backup the
data. When this Excel file is created is in Web Page or HTML format which is not
in the correct format to be recognized by MS Word and other programs for mail merge.
Open the File and select Save as.. and Save the file as a Microsoft Excel Workbook.
You can then set up a mail merge in a word or other document and use this Excel
file as the data source.
Manage Group Names
The Groups can be viewed, sorted and used to filter the displayed contact. This
section lets you rename a group and clear the entries in Groups.