In our system, account management is streamlined to support efficient contact creation and organization. When creating a new contact, users can either create a new account or select an existing one from a convenient drop-down menu. This flexibility ensures that contacts are accurately associated with the correct accounts, facilitating better management and tracking. By assigning contacts to specific accounts, users can maintain a clear, organized structure within the CRM, enhancing collaboration and ensuring that all relevant information is readily accessible. This approach not only simplifies the contact creation process but also supports seamless integration and data consistency across the organization.
Steps To Add or Create Account:
Click the quick action button located at the bottom left.
Select the "Contact" option to begin creating a new contact.
Choose the contact type and fill in all the required details in the modal popup.
In the "Account Name" field, you can select an existing account from the drop-down menu.
If you can create a new account by entering the correct account name in that field.
Click the "Save" button to save the new contact. The account will also be created once the contact is saved.
To view contacts associated with a specific account, click on the "Contact" menu at the top.
On the contact list page, click the "Filter" button.
In the first field, you will see a list of all the fields related to contacts. Choose "Account Name."
In the second field, select the conditions you want to apply.
In the third field, choose the respective account name from the drop-down menu.
Click "Apply." The filtered contacts associated with the selected "Account Name" will be displayed.
If you have any issues adding a note or would like to ask questions regarding notes, please let us know using our Coach-on-Call feature.