Creating Contacts and Companies inline

You can quickly create new Contact and/or Company records at the same time you are creating new records e.g. Opportunities, Projects, Bookings, Quotes etc.

If the Contact and/or Company you need doesn’t already exist in CRM, you can create them inline:

• Type in a name and CRM will perform a lookup to see if there is a match for an existing record; if there isn’t a match, CRM will offer to create the record for you – just click on the dropdown option that is displayed to add a new record.

Creating a new Contact inline on a Course Booking

Creating a new Company inline on a Course Booking

• A blue “New” indicator will confirm that CRM will create a new record for you.
• Key fields for the new record will also be displayed so that you can fill in additional information to be added to the new record.

Adding Contact details

Adding Company details

• Once you have clicked on Save & Close at the top of the form, the new record will be created and if applicable, a new Contact and/or Company record will also be made.
• Where you are creating a Contact and a Company, the records will be linked together so that the Contact is automatically parented by the Company.