How do I create my own contact role?

Seraf enables you to create your own custom contact role / title for individuals associated with your portfolio companies. Not only can you record CEO, Founder, CTO, Board Member, and many others from the drop-down list, but you can also create your own entry.

There are two ways to add a custom contact role to your Seraf account, via Direct Input or via Import.

To add a contact role via Direct Input:

• Go to Portfolio Management and select the tab for Companies.
• Create a new company by selecting the button for “Add Company” or edit an existing company record by selecting the pencil icon in the appropriate row.
• In the section for Contacts, select the button for “Add Contact”.
• In the line for Contact Role select “New Category” from the drop down menu. 
• Type in your entry. Note that each custom contact role created will be added to your list of contact roles, available to use across all contacts in your portfolio.
• Complete the other fields as you wish.
• Save your record by scrolling to the end of the company page and selecting “Save” or add another contact by selecting the button for “Add Another Contact”. 

To add a custom contact role via Import: 

• Go to the Import tab in Portfolio Management.
• Follow the steps for the spreadsheet template.

Learn how to view you contacts.
Learn how to sort and filter your contacts.