CRM Menu How to Update or Add a Client
OVERVIEW: A quick guide on adding a new client and/or contact. You can add these details through the CRM Menu or quickly enter when adding a Request For Quote
A CLIENT can be an individual or a Company
A CONTACT is the person/persons who are within the Individual business or Company organisation
ADDING A CLIENT WHEN ENTERING A QUOTE:
When you are entering a new quote and you need to add in a new client you can, click + Add a Lead/Client in the Client Quoting Contacts. This will pop open an overlay window with the same information as going through the CRM menu. (See below for a complete breakdown of this area) You can quickly add the basic details of Name, Phone number, Email Address and then go back and add additional details at a later date. Enabling you to carry on with the RFQ.
REMEMBER this is for a NEW CLIENT/COMPANY not an individual who works for an existing Client or Company. An email address is required to be able to email quote to new Client
ADDING A CLIENT THROUGH THE CRM MENU:
Go to CRM Menu and click Client List
Click the + button to add a new Client
You can now add the details you have for this client. You can always come back and add more by editing.
Fields marked with red asterisks are compulsory
Service Location will be your main location already set up by Support or if you have several locations choose the one this client is to be assigned to
Add any current notes you may have
MAIN CONTACT DETAILS: Start adding in any information you have about your new client. You will always need the email address so you can send your quote via email.
Main accounts email is for the person that will handle the invoice side, sometimes this is the same as your clients email
Click + Add New in the Client Contacts area and this will automatically add the main contact to the contacts List
Also note the tick box to indicate WHO is the main accounts email if it is different from your main contact
Add any other contacts to this client by clicking on the + Add New in the Client contacts area
CLIENT PAYMENT/ACCESS DETAILS: Add in any details you may know.
NOTE: The Due Date Terms and Hire Cut Off are a default setting that the support team have set up. Please DO NOT change the Due Date Terms unless you know what it is. NEVER change the Hire Cut Off Day.
Below are the Current Due Date options for invoices.
On Account Deposit % is an advance setting DO NOT use this - Please check with support.
Client Mode Settings: This is s specific settings for this client, tick any boxes that are relevant.
Invoice Mode: Default setting is ticked automatically.
Client Notes: Any Notes you have about this client can be popped in here.
Documents upload Area: This is where you can upload Credit Applications, Agreements etc.
Sync Section: This is to show client is synced to your accounting software. Internal process DO NOT USE.
