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!