Adding New Contacts/Companies

Click the + icon to create a new contact/company. Fig.1 

Fig.1

On the left, enter contact details for the individual. Any highlighted fields are important, and some fields may be mandatory and information required before the record can be saved, including GDPR information such as Source of Data, Purpose & Legal Basis for having the data and contact consent management.

Fig.2

Enter the Company information on the right and any appropriate fields. The Managed By field will automatically show the user's name Fig.3

The CRM has logic to help reduce duplicates in the system by checking firstnames, lastnames, phone numbers, postcodes and company names, and will highlight potential duplicates. Fig.4 If the company is in the CRM, click the company name to add the new contact to this company. If the contact is in the CRM, click the link to review the information is correct.

Complete any additional fields as applicable for you and your CRM.

Fig.3

Fig.4

Click 'Save'. Fig.5 (1) Please note: you can navigate away without saving and the record will not save.

To add additional contacts, click 'Add Contacts'. A blank tab will appear to enter their information. The address and other fields will copy from the 1st contact but can be overwritten if required. Fig.5 (2)
 

Fig.5