Add Contacts & Companies

The central part of a CRM is your Contacts and Companies database. This is where you store all the contact details for your clients, suppliers and partners, and can set follow-up reminders to help maintain those relationships.

Contacts

When a new Contact is introduced to your company, who is linked to a potential customer or supplier, this information will need to be added into CMap.

      1. From your Dashboard, head to the CRM tab. Select Contacts and then click Contacts. 

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      2. Click the mceclip5.png icon at the top of the Contacts Grid and select New Contact.

         

      3.  Complete the New Contact form

        Mandatory fields are shown with a green asterisk (*).

        Field Name Description
        Company

        Contacts need to be linked to a Company within CMap. CMap performs a text-match search to locate the Company in the database.

        Note: A Contact can only be associated to one Company.

        Postal Address

        The address to which the Contact belongs to.

        Contact Owner

        The internal person who has the lead relationship with the Contact.

        Main Contact Are they the main Contact at the Company or not?
        Accounts Contact Are they the main accounts Contact at the Company or not?
        Tags Tags are used to enhance your CRM, by assigning properties/attributes to your company. Typing * will reveal the options you have available.
      4.  When you’ve captured the necessary information, click the Save.

Learn More: 
Want to learn more... here's the full article on Adding Contacts.

Companies

Company Records can be set up for your Clients (prospective, current and historic), Suppliers, as well as your wider network to enable CMap to operate as your master Customer Relationship Management (CRM) database.

  1. From your Dashboard, head to the CRM tab. Select Contacts and then click Companies.

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  2. Click the mceclip5.png icon at the top of the Companies grid and select New Company.
  3. Complete the New Company form.

    Mandatory fields are shown with a green asterisk (*).

    Field name

    Description

    Parent Company

    If the Company you are adding is a child Company or a Parent Company, you can link them to enable unified reporting.

    Company Owner

    The internal person who has the lead relationship with the Company.

    Payment Terms

    The Payment Terms you have agreed with the Company, in days, allowing you to create due dates on Invoices & debtors reports in CMap.

    Finance System Account Code

    The Company’s Account Code- this is how CMap maps to the Company in your accounting package.

    Finance System Supplier Code

    The Company’s Supplier Code- this is how CMap maps to the Company in your accounting package.

    Tags

    Tags are used to enhance your CRM, by assigning properties/attributes to your company. Typing * will reveal the options you have available.

    Address Description

    Description of the address e.g. it’s location "London Office” or its purpose “Central Billing Office”. Description determines how it appears in the Invoice creation tool.

  4. When you’ve captured the necessary information, click the Save button.

    Learn More:
    Want to learn more... here's the full article on Adding Companies.

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