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Creating a New Business Contact

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

Updated over 2 weeks ago

A Business Contact should be used when creating a new Company within your CRM and a Contact that works at that business.

Before creating any new records within the CRM, use the Global Search to check for the Company/Contact in case it already exists to avoid creating duplicate records.

Step 1: Use Global Create

To create a new Business Contact, click the 'Create' button in the navigation menu and select 'Contact'. Note: If this option is not showing for you please click here.

Step 2: Fill Out Contact Details

You'll then be presented with the New Business Contact record screen. Here, you can fill out relevant information about the new Business 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. 

  • Parent: This will be the business' parent Company name, which will likely be the same as the Company name. You can choose an existing or new company from the drop-down (see step 3 if you're creating a new company).

  • 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.

  • Job Title: This is a free text field allowing you to record their exact job title. You can usually find this on LinkedIn or in their email signature.

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

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

  • 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: Creating a New Company (Optional)

If you choose to create a new company, you'll be presented with these fields to fill in:

  1. Company Name: Enter the Company's name

  2. Company Type: Select the type of relationship you have with this Company from the drop-down (e.g. Prospect, Supplier, Customer etc.)

  3. Company Website: Fill in the Company's website

  4. Company Phone Number: Fill in telephone number for this business

  5. Company Industry: Select the appropriate industry using the drop-down.

  6. Address: Add the Company's address.

Step 4: Create New Contact

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

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