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Creating a New Contact Under an Existing Company
Creating a New Contact Under an Existing Company

This article outlines how to create a New Contact under an existing Company within the CRM.

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

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 Company. 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 Company

To create the new Contact, you'll need to find the Company using the Global Search. For this example, I've searched for the Company called 'Browns of Sheffield'. 

Step 2: Add a New Contact

Once you've opened the correct Company, navigate to the Contacts page. Within this page you can view the Contacts already logged underneath the Company. 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.

  • Email Flag & Physical Mail Flag: Specify whether the customer is happy to receive email marketing communications or physical mail marketing from you.

Once happy with the information recorded, click 'Create' and your new Contact will be created! 

Top tip: You can set a default option for Email Flag and Physical Flag when creating new CRM Contacts. Head to the System Settings and search for 'Default Email Subscription Flag' or 'Default Physical Mail Subscription Flag' to set this.

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