How to add a Contact ?

Contacts in a CRM are the individuals or organizations that a business interacts with during the sales process. They play a central role in managing leads and orders serving as the primary points of interaction and communication.

Adding contacts efficiently in SalesTown CRM is essential for managing your customer relationships. This guide provides detailed steps on how to add a contact, including both the organization and the person associated with it.

Step-by-Step Guide to Adding an Organization of a Contact 

1.  Navigate to the Organization Menu 

On the dashboard, locate the main menu. Click on the Contacts< Organization option to access the Manage Organization page.

2. Add a New Organization

In the Organization List View Page, click on the Add Organization button located before the Date Filter.

A form will appear prompting you to fill in the below details-

• • Organization Name: Enter the name of the organization.
  • Country: Select the Country from the dropdown in which the organization is based.
  • State: Select the State from the dropdown in which the organization is based.
  • City: Select the City from the dropdown in which the organization is based.
  • Pincode: Enter the organization's Pincode. 
  • Address Line: Enter the organization's address which includes, Floor No/ Building no. and name and street.
  • Billing Details: It Includes GST and Pan No. of an organization.
  • Website: Enter the organization's website URL.
  • Social Platform's Link: Enter the organization's Social account URL ( Facebook, Instagram, Twitter, Linkedin). 

3. Save the Organization and add a Person via the Organization

After filling in the details, click on the Save button to create the organization or Save and Add Person to add a person within the same organization.

An add-person form  will appear prompting you to fill in the below details-

• Person Name: Enter the name of the person.
• Organization Name: It will be auto-fetched when added via the organization form.
• Email Address: Enter the person's email address.
• Phone Number: Enter the person's phone number along with the country code.
• Department: Enter the person's job title or role within their organization.
• Designation: Enter the person's job title or role within their organization.

After filling in the details, click the Save button to create the organization and the respective Person.

Step-by-Step Guide to Adding a Person to an Organization

1.  Navigate to the Person Menu

On the dashboard, locate the main menu. Click on the Contacts< Person option to access the Manage Person page.

2. Add a New Person

In the Person List View Page, click the Add Person button before the Date Filter.

A form will appear prompting you to fill in the below details-

• Person Name: Enter the name of the person.
• Organization Name: Enter the Organization initial and then choose the respective Organization
• Email Address: Enter the person's email address.
• Phone Number: Enter the person's phone number along with the country code.
• Department: Enter the person's job title or role within their organization.
• Designation: Enter the person's job title or role within their organization.

After filling in the details, click on the Save button to create an individual contact against an organization.

Tips for Effective Contact Management

• Complete Information: Always provide as much information as possible to ensure comprehensive contact records.
• Regular Updates: Regularly update contact details to keep information current and accurate.
• Import Contacts: If you have a large number of contacts, consider using the import function to upload contacts via Excel file.

Troubleshooting and Support

• Data Entry Issues: Double-check that all required fields are completed correctly.
• Technical Problems:  Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.