There are two ways that you can add contacts in your foundu CRM:

1. Through the full menu>CRM and selecting either Prospects or Contacts

2. In the operation profile, by selecting the CRM icon.

Both methods will be covered below:

You're able to add a contact/s to your Platform using full menu> CRM by:

  1. Navigating to the hamburger icon in the quick menu to open the full menu and selecting CRM > Prospects or Contacts.
  2. Select Add Contacts
  3. Fill in the contact details including
    • Name
    • Email
    • Contact number (land line and mobile)
    • Position
    • Description
    • Assign to an Operation.
    • Can receive comms- switch toggle to on if you will be sending communications to this contact through email templates. For example you may have the IT manager listed as a contact and they will receive admin email notifications when a new starter commences employment to set up their laptops.
  4. Click Add Contact to save.

Add_new_crm_contact_with_comms.png

You're able to add a contact/s to your Platform through your operations CRM icon:

1. Navigate to your desired operation via Approved Operation> select Operation

2. In the operation profile select the CRM icon, select Add CRM to add in a note and save.

Click on the column headers to sort by ascending or descending input or follow up date.

CRM_note_via_operation.png

There is also an option to Import Bulk Contacts via CSV file.

This will allow you to:

  • add bulk contact details at one time.
  • utilise the CRM function of the platform more fully by having contacts readily available.
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