The best way to stay in control of potential customers or other contacts is to register their details in SuperOffice CRM.
Whenever you get hold of a potential customer’s information – for example, when meeting a new prospect at a trade show, or when someone submits their company details in a SuperOffice web form – the next step is to register all details on the company card.
What to register
When you add a new company, the two most important fields are the customer category and the business the company is in. Both fields are mandatory.
Category: Separate contacts by assigning them a category, such as:
- Supplier, or
- Business partner.
Business: Assign the company a line of business from a default list in SuperOffice.
Note: Want to add a line of business? Change lists of company categories and business types.
How to enter a company manually (3:20)
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.
Other ways to add contacts:
Looking up contacts
Need to look up a certain company or contact?
Try the FastSearcher
Want a list of all your contacts or companies, or a certain segment, to sort any way you'd like?
Create a selection