Create a new company contact
Natalie Notley
32 steps
3 minutes
Stubbenedge
1
Click on ''Company contacts'' under the CRM menu option in the navigation bar
2
Click "Create New Company" - NOTE, any field with a ''\*'' is a mandatory field and must be complete. You can choose whether or not to complete the other fields.
3
Click in the "Enter company name" field.
4
Type the company name
5
Click the "Enter address" field.
6
Type the company address
7
Select the number of employees from the drop down options.
8
Click the "Enter website" field.
9
Type the company website address, if known
10
Select from the options in the ''industry type'' field. This is split into ''Insurance/Finance'' and ''Other''.
11
Based on the Industry type you have selected, you be shown the list of business activities identified by Companies House. Select from the drop down options.
12
Click the "Enter est annual GWP" field.
13
Type the value you want to capture
14
Select from the drop down options.
15
Click the "Enter source of contact" field.
16
Key in your response. This field is searchable, so if you have a number of leads that you want to be able to find for follow up, you could type ''BIBA 25'', for example
17
Click the "Enter description" field, if required
18
Type a description that will be useful to you when working with this contact
19
Click the "Enter name here" field. This is where you are attaching an individual, with contact details to the Company contact.
20
Click "NEW INDIVIDUAL" if the contact does not already exist (this will be the most common option)
21
Click the "Enter first name" field.
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Type the first name
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Click the "Enter last name" field.
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Type the last name
25
Select the job title from the drop down list
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Click the "Enter email address" field.
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Type the contact email
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Click the "Enter mobile number" field.
29
Type the mobile number
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Select the contact type from the drop down
31
Click "Next"
32
Click "Done"
