Create Accounts

Create Accounts

In CRM, you can create contacts by:

  • Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources.
  • Importing contacts from external source: You can gather data through various sources, e.g. purchasing contacts database, contacts from different business units, etc. and import the CSV and XLS files into CRM.
  • Capturing contacts from website: You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly into the Contacts module.
  • Converting lead to contact: On lead conversion, contacts, accounts and potentials can be created.
  • Synchronizing Microsoft Outlook contacts: You can synchronize the contacts in Microsoft Outlook with the contacts in CRM.

Note

  • Some of the standard fields may not be visible or editable depending on your organization business process.
  • In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.

Create Contact Individually

You can create contacts individually by:

  • Filling in the details in the contact creation form.
  • Cloning the contacts with a few changes in the existing contact details.

To create contacts individually

  1. In the Contacts module, click New Contact.
  2. In the Create Contact page, enter the contact details. (Refer to the Standard Fields)
  3. Click Save.

Note

  • By default, the person who creates the contact owns it.
  • To change owner, click the Change link in the Contact Owner field from the Contact Details page and select another user.
  • While selecting the Account from the Lookup field's pop window, there is also an option to create an Account. 
    You can use this option to quickly create an account by providing some mandatory information. You have two options:
    • Click Save. The record will be saved and it will be listed with the other accounts. You can select it to associate to the contact that you were creating.
    • Click Save & Associate to save the new record and also associate it to the contact that you were creating.

To clone contacts

  1. In the Contacts tab, click a particular contact that you want to be cloned.
  2. In the Contact Details page, click Clone.
  3. In the Clone Contact page, modify the required details. (Refer to the Standard Fields)
  4. Click Save.

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