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Creating a New Business Contact
Creating a New Business Contact

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

Isobel Honour avatar
Written by Isobel Honour
Updated over a week 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 Add

To create a new Business Contact, click on the Global Add button in the top-right hand corner and select 'Business Contact' from the drop-down.

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.

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

  • Company Name: Enter the Company's name

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

  • Territory: Select a territory for the company from the drop-down (learn how to configure the options that appear in your territory drop-down here)

  • Account Manager: Choose the Company's Account Manager from the drop-down

  • Operating Company: Select your Operating Company from the dropdown

  • Unleashed Customer Account: If you use Unleashed, choose their account from the drop-down

  • Company Website: Fill in the Company's website

  • Company Phone Number: Fill in telephone number for this business

For the Contact section, you'll need to complete the following:

  • 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. Again, this can usually be found on the business' website.

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

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

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