As time goes by, the businesses you sell to will recruit new people. Therefore, it's important to know how to create a new Contact under an existing Division. Before creating any new records within the CRM, always use the Global Search to ensure you're not creating any duplicate records.
Step 1: Locate a Division
To create the new Contact, you'll need to find the Division using the Global Search. For this example, I've searched for the Division called 'Browns of Sheffield'.
Step 2: Add a New Contact
Once you've opened the correct Division, navigate to the Contacts page. Within this page you can view the Contacts already logged underneath the Division. To create a new Contact, simply click on the plus icon in the top right-hand corner of the page.
This will open the New Record screen, where you can fill out the relevant information about your 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.
- Role: Use the drop-down to show what this person does at the company.
- Mobile: You can record the customer's mobile number if you'd like to.
Once happy with the information recorded, click 'Create' and your new Contact will be created!