Managing Companies within Contacts CRM

A contact's company information is normally stored within the same record as the contact using traditional CRM systems. However, this can frequently lead to challenges when you consider real life situations. One real life example is that a single contact could potentially work or own several companies. You may also have several contacts that work for the same company.

To accommodate these real life type of situations a user would traditionally be required to either manipulate other fields within a contact's record to accommodate for the additional companies, or when a company's information changes they would be required to update multiple contact records.

By utilizing the correct record structing, record challenges like these can be completely eliminated by correctly storing Contacts and Companies separately, and then simply allowing the user to link the to records.

In this article we will familiarize you with the structure that Contacts CRM utilizes to store Company records.

Overview

We've structured Contacts CRM so that you have two types of record sets. One is for managing each of your Contacts and the other is for managing each of the Companies that your contacts may be associated with.

By structuring the records within Contacts CRM in this manor, we ensure that if a contact's company information changes, the user will only have to make a simple update to the company's record. This helps to eliminate the potential for data entry errors while also ensuring data consistency for times that you wish to filter records..

To help users understand the difference between the Contacts tab verses the Companies tab we suggest referencing the following definitions.

• Contacts Tab - Contains individual people that are considered either a Lead or Contact
• Companies Tab - Contains businesses that employs individuals.

Instructions

To manage records related to Companies within Contacts CRM solution, please proceed to the Companies tab of Contacts CRM by performing the following steps.

1. Login to your MHParks.com account. 
2. In your Dashboard, click Contacts CRM from the left menu.
3. Within the main page of Contacts CRM, click the Companies tab located on the main page of Contacts CRM.
4. In the Actions menu of a specific company, select one of the following options:
   1. View - Allows the user to View and Edit the record.
   2. Delete - Allow the user to Delete the record.
   3. Print - Allows the user to Print that specific record's information.

For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.