How to Add a New Company with Contacts in Your CRM
Summary
Learn how to seamlessly add a new company along with its team members into your Notary Success CRM. This process is crucial for notaries aiming to streamline their outreach and maintain organized communication with various contacts within a single company.
Checklist Before You Start
Company Information Ready: Have the company's basic information, including name, address, and phone number.
Contact Details: Gather essential details of the company's team members you wish to add, such as names, phone numbers, and email addresses.
Step-by-Step Guide
Navigate to the Company Section:
In the CRM left side navigation menu, click "Contacts".
Select the "Company" tab at the top.
Add a New Company:
Click on "Add New Company".
Enter the company's name, address, and phone number. Click "Add Company".
Viewing the New Company Profile:
Open the newly added company profile to add more details or notes as needed.
Adding Contacts to the Company:
In the company profile, go to the "Contacts" section.
Start adding individual team members as contacts.
Provide at least a name and either an email or phone number for each contact.
Linking Contacts to the Company:
After saving a contact, assign them to the company by using the "Company" field within the contact details.
Reviewing Company Contacts:
Go back to the company profile and select "Contacts" to view all associated contacts.
Tips for Effective Management
Double-Check Information: Verify the accuracy of the company and contact details before saving to avoid future corrections.
Utilize Tasks and Notes: For each company or contact, add tasks for follow-ups or notes from interactions to keep track of your engagement and next steps.
Regularly Update Profiles: As you learn more about the company or its members, update their profiles to reflect new information or changes.
By following these steps and checklist, you'll efficiently organize your CRM with detailed records of companies and their contacts, paving the way for more effective outreach and relationship management.