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Creating a B2C Contact

This article outlines how to create a B2C Contact within the CRM.

Updated over a week ago

In the CRM, you can not just manage your Business Contacts, but your B2C Contacts too.

B2C Contacts should be created for customers that buy directly from your business.

Tip: Before creating any new records within the CRM, always use the Global Search to ensure you're not creating any duplicate records.

Step 1: Use Global Create

To create a B2C Contact, click on the 'Create' button at the top of the navigation menu and select 'Contact'.

Note: If this option is not showing for you please click here.

Step 2: Adding New Contact Details

You'll then be presented with the 'New Contact' screen. Make sure the toggle is set to 'B2C' when creating a B2C Contact. Here, you can fill out relevant information about the new Contact.

  • Email: By typing in the Contact's email address, the social searching will try to obtain information about that Contact across various social media platforms to auto-fill the rest of the fields if possible. 

  • 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, you need to input the Contact's surname.

  • Company Phone Number: This phone number should be the business' mainline/switchboard number - usually found on the business' website.

  • Mobile: You can record the customer's mobile number if you'd like to.

  • Default Sales Ledger: If they'll be purchasing products/services from your business, you may wish to set them up with a Sales Ledger, but please note this may just be a cash ledger.

  • Email Subscription Status & Physical Mail Flag: Specify whether the customer is happy to receive email marketing communications or physical mail marketing from you.

Step 3: Add an Address

Finally, you can then click 'Add Address' at the bottom of the screen, where you can use the postcode look up to record the Contact's address. 

Step 4: Create New Contact

Once happy with all the information recorded, click 'Confirm' and your new
Contact will be added to the CRM!

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