Company Contact

Owned by Andrew Aylesbury
Last updated: Mar 08, 2021
4 min read

Introduction

This is part of the Internship Optional Module

From this menu you will enter the corporate or agent details in the CRM system in building up the opportunity. After the opportunity is confirmed, then the company contact can then be transferred as an Agent, Corporate, Corporate Host or other status.


Create Contact

To create Company Contact, follow the instructions below:

  • Click CRM > Company Contact Home.



  • Click  icon. You will go to the Add New Company Contact page as shown.



  • Enter all the relevant information in each of the sections.




You can create multiple contacts by clicking  before recording the whole information


  • Click  icon to record Company Contact information. A pop up box will confirm the addition of New Company Contact.





  • Now, when you click the icon, recently added company contact information will appear as shown below




You can edit or change the Company Contact's profile, add activity, delete Company Contact information by clicking  icon followed by clicking respective icons which will be explained in the later sections.


Update Data

From this menu you can update the information that you have changed while editing the Company Contact information.

To do this, follow the instructions below:

  • Click CRM > Company Contact Home.



  • Click  . List of all Company Contacts will appear as shown



  • Click  icon. You will go to the View/Edit Company Contact window.



  • Edit any information and click  . The information will be updated in the system. 


Refresh Page

Refresh page  icon  resets all the information when you realise that you have done some mistake while editing the information.

To understand this, follow the instructions below:

  • Click CRM > Company Contact Home.



  • Click  . List of all Company Contact will appear.



  • Click  icon. You will go to the View/Edit Company Contact window.



  • Click  icon to reset all the data. 

Add/View Activity

Add/view Activity  allow you to manage activities for Company Contacts.

To manage activities, follow the instructions below:

  • Click CRM > Company Contact Home.





  • Click  . List of all Company Contact will appear as shown.



  • Click  icon. You will go to the View/Edit Company Contact window .



  • To add activity, click  icon . You will go to the Activity Management page.



  • Enter the Activity Name and related details.



  • Click . Your intended activity will be created 





Convert Contact

Convert Contact  will allow you to convert any of the Company Contacts to Agents once they meet your requirements.

To do this, follow the instructions below:

  • Click CRM > Company Contact Home.



  • Click  . List of all Company Contact will appear as shown.



  • Click  icon for the contact that you want to convert to agent.
  • You will go to the View/Edit Company Contact page.



  • To convert this contact, click  icon
  • A window appears on the screen that will prompt you to enter Agent's status, Start Date and Expiry Date.



  • Select agent status, start date and expiry date 




  • Click  . The Company contact will be converted to Agent.




You may change the Agent Status at any time by clicking 

You may also view the Agent from the Marketing menu.



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