Adding a Company to Contacts CRM
Tracking a lead or contacts company information is an important aspect of any customer relationship management application. However, many traditional CRM systems require their user's to customize the application when a lead or contact is associated to several companies in real life.
In this article we'll cover how to add a company record within Contacts CRM. We'll also discuss what sets company records stored with Contacts CRM apart from traditional CRM platforms.
Overview
Within traditional CRM platforms, the company information for each contact is stored within the same record as the lead or contact. At first glance this seems reasonable. However, if a contact is associated with multiple companies, this can result in forcing the user to customize the CRM to fit the real life scenario.
Other times, when a company's information changes while it is stored within each contact's record, the user is forced to make the change within each contact that may be associated with that company. During these times, the risk of mistyping the new information dramatically increases with each record update.
As more typing errors are recorded, it becomes more difficult to properly track every lead or contact that may be associated with a specific company.
Contacts CRM addressed these shortcoming by storing the information about each company separately from the information stored about leads and contacts. Then, from within either a contact's record, or from within a company's record, the user can simply link the records together.
Before this link can be made by the user, the company's record must be added to Contacts CRM.
Note - For more information about linking a company record to a contact please see our article titled, Linking Contacts to Companies within Contacts CRM.
Note - To begin using Contacts CRM, you must have a paid plan.
Instructions
To add a new company to Contacts CRM, please perform the following steps:
- Login to your MHParks.com account.
- In your Dashboard, click Contacts CRM from the left menu.
- On the main page of Contacts CRM, click + Add New button located in the top right of the page.
- After clicking the +Add New button select the Company option from the menu.
- Complete the new company's Company Information fields (Note - The Company Name field is required to be completed prior to saving the record.)
- After completing the Company Information, click the Save button located at the bottom right of the page.
- After saving the company's Company Information values, you can choose to complete any of the additional fields within the Linked Contacts and Company Notes tabs.
Important - Providing a Company Name field value is required to save a new company record.
Note - Additionally, users can attach an image of the company's logo, by clicking on the image icon located at the top left of the contact's details.
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.