When you subscribe to HiHello Business or HiHello Enterprise, your team will have a built-in company directory. This will allow your team to see all of the cards for your organization so that they know who has been issued a card, locate cards for special events, and even share their colleagues' cards. The next time a member of your Sales team would like to have a smooth hand-off to someone on your Customer Success team, they can simply use the directory and provide an instant connection for your client.
The company directory is available on both the web app and the mobile app.
- How to Access Your Company Directory on Your Computer
- How to Access Your Company Directory on Mobile
How to Access Your Company Directory on Your Computer
- Log in to your account on the HiHello web app.
- If you are an account admin, use the drop-down menu in the top right corner to switch to your personal profile:
- Click the directory icon on the left side panel to go to the Company Directory page:
Now you can view your Company Directory. To locate a specific card, you can use the search bar at the top of the page.
You can also sort your contacts alphabetically, by the date created, or by the date of the last update.
The cards can be displayed in a grid with a large preview image or in a list with a small preview image.
When you select a card, it will open in a panel on the right side of your screen. You can view all of the information on the card. You can also use the buttons near the top of the contact to open the card in a new tab or copy the link to the tab:
Once you have copied the link to the card, you can share it via email, text, or any other platform that allows you to send a link.
How to Access Your Company Directory on Mobile
- Log into your HiHello account on the mobile app.
- Go to your Contacts page
- Near the top left, tap the filter button:
- In the filter menu, you'll see the name of your company listed in the Groups:
- You can tap your company name to see all of the cards in your company directory. You can select any card from the company directory to view it:
At this time, it's only possible to copy a company directory card's link in the web app. In the mobile app, you can view your colleagues' cards.