A Business Contact should be used when creating a brand new company within your CRM database. Before creating any new records within the CRM, use the global search to ensure you're not creating any duplicate records.
To create a new Business Contact, click on the global add button in the top-right hand corner & select the Business Contact option from the drop down.
You will then be presented with the New Business Contact record screen. Here you can fill out relevant information about the new Business Contact.
Email: Using the Contact's email address, the social searching will try to obtain information about that Contact across various social media platforms.
Company Name: This will be the business' parent company name, please note this may be the same as the division name.
Company Type: Usually the company Type is used to determine the type of relationship this business has with your business. E.g. Supplier, Prospect or Customer.
Company Account Manager: The account manager will be the person who will be managing this business.
Division Name: Name of their business, usually can be found on their website or in the Contact's email address.
Division Operating Company: If you have multiple operating companies then you will need to ensure the appropriate Operating Company is selected.
Division Website: If you're unsure of the business' website then just use a search engine to find this, then copy & paste the URL.
Division Phone Number: This phone number should be their mainline/switchboard number, again this can usually be found on the business' website.
Contact Information (Title, Name, Preferred Name & Salutation): If you're unsure of this information then you should try to obtain this once created, but as a minimum we do ask for the Contact's surname at the business you're creating.
Role: This will need to determine the Contact's role at their business.
Job Title: Job Title is a free text field allowing you to record their exact job title, this is usually included in the Contact's email signature.
Mobile: If the customer is happy to provide their mobile number you can record this here.
Finally, you can then click 'Add Address' at the bottom of the screen, where you can use the post code look up to record the business' address.
Once happy with all the information recorded, click create & your new business Contact will be added to the CRM.