Creating a Company

Go to the Companies View

To see a list of all the Companies in your CreataCRM database, you can simply click on

  1. Click on the navigation button
  2. Customers
  3. Click on companies
  4. Click on the New Button on the Company List View

Company Fields

Custom fields can be easily added to Companies. To add or enquire about custom fields, call our office on 02 9125 0575 to speak with a CreataCRM representative!

By default, a Contact has:

  1. Name - This is for the name of the Company
  2. Primary Contact - This is for the Primary Contact assosiated with the Company
  3. Parent Company - This is for the Parent Company; use this if the Company is a child/division company
  4. Primary Account - This is for the Primary Account for the Compnay
  5. Office Phone - This is for the Office Phone number for the Company
  6. Other Phone - This is for the Other Phone number for the Company
  7. Fax - This is for the Fax number for the company
  8. Website - This is for the companies Website address
  9. Email - This is for the companies contact Email
  10. Owner - This is for the CreataCRM User that owns the Company in the database
  11. Industry - This is a dropdown lists for the Industry the Company belongs to
  12. ID Status
  13. Division - This is for the Division of the Company
  14. Referred By - This is a dropdown for the Referral Source of the Company
  15. Preferred Contact Method - This is for noting the method of preferred contact for the Company
  16. Number of Employees - This is for the number of employees the Company has
  17. Sales Process - This is the Sales Process for the Company, if the Company has Lead Tracking enabled
  18. Sales Stage - This is the Sales Stage for the Company, if the Company has Lead Tracking enabled
  19. Comments - This is for any comments on the Company
  20. Tags - This is for listing any tags that apply to the Company
  21. [Billing Address] Line 1 - The first line of the Business Address
  22. [Billing Address] Line 2 - The second line of the Business Address
  23. [Billing Address] Line 3 - The third line of the Business Address
  24. [Billing Address] City - The city of the Business Address
  25. [Billing Address] State - The state of the Business Address
  26. [Billing Address] Postcode - The postcode of the Business Address
  27. [Billing Address] Country - The country of the Business Address
  28. [Shipping Address] Line 1 - The first line of the Shipping Address
  29. [Shipping Address] Line 2 - The second line of the Shipping Address
  30. [Shipping Address] Line 3 - The third line of the Shipping Address
  31. [Shipping Address] City - The city of the Shipping Address
  32. [Shipping Address] State - The state of the Shipping Address
  33. [Shipping Address] Postcode - The postcode of the Shipping Address
  34. [Shipping Address] Country - The country of the Shipping Address

Droplist Choice Fields

Droplist Choice Fields are fields that have a dropdown containing predetermined options to select from.

  1. Industry
  2. ID Status
  3. Referred By

If the option you require isn't in the given options, you can add it to the list by typing the option into the textbox at the bottom of the list, and clicking Add Item.

Tags

You can add Tags to a Company through the Tag field. To add a Tag to the Company, type the Tags name into the search bar, and select it when it comes up in the dropdown (e.g MYOB).

You can remove a Tag from a Company by clicking on the x of an already added Tag.

To add a new Tag to your CreataCRM database, go to Marketing > Tags, and create a new Tag.

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