An Individual Contact should be used when creating a brand B2C Contact within your CRM. A B2C Contact would be a person who does not work for a business. Before creating any new records within the CRM, always use the global search to ensure you're not creating any duplicate records.
To create a new Individual record, click on the global add button in the top-right hand corner & select the Individual option from the drop down.
You will then be presented with the Individual Contact record screen. Here you can fill out relevant information about the new 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.
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.
Account Manager: The Account Manager will be the person who will be managing this Contact.
Sales Ledger: If the consumer will be purchasing from your business, you may wish to set them up with a sales ledger, please note this may just be a cash ledger.
Currency: Please select the appropriate currency for this contact.
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 Contact's address.
Once happy with all the information recorded, click 'Confirm' & your new
Contact will be added to the CRM.