Contacts

Take a look at a quick demo of the CRM system:

This programme keeps track of all customer contacts. There are several contact types in the CRM system:

• Contact: a person who is associated with a company.
• Company: a lead, a customer, a supplier or both a customer & supplier. A company type will indicate what type of the company contact is.
• Lead: this is a company but with the company type set to Lead. A lead is the start of the CRM process and records details of a prospect customer who may or may not purchase goods or services from your company.
• Opportunity: this is the intermediate company type, going from a lead into an opportunity.

All contacts is a list where you can view all profiles created when associated with a company.

Create a new contact

From the CRM drop-down menu, go to Contact persons. Then, click the Add company & contact button to start.

Enter the information of the company that this contact person works for, along with the first and last name of the contact person.

If this contact person is not associated with a company, enter the person's name in the Company name field.

If this is a new lead, you can change the Account type from Customer to Lead. Don't forget to enter the lead's score by clicking on the Leads entry.

To add a new contact person for an existing company, open the customer card file by clicking on the company name hyperlink, then click Contacts on the Access menu on the left.

Update or edit an existing contact

To update a contact person's details, click on the person's first name.

To add a new contact person to an existing company, click Add person.