Creating a new contact in the CRM

If you wish to create a new contact in the CRM, here are the steps to follow  :) 

CRM > Company card > Contacts tab


Creating a new CRM contact

To create a new contact into the CRM, you need to :

  • Open the company card
  • AND click on the + action button "Create Contact" from the Contacts tab  (1)  or use the + icon (shortcut) at the top of the page (2)



If the company does not already exist in the CRM, have a look at this tutorial : Create a new company in the CRM

How to qualify a CRM contact

Be careful!

When you create a new CRM contact, its state will be inherited from the company state. This way, if you create a new Prospect into a company which is already a client, you need to think of changing the state of the CRM contact.

  • On the contact card displayed on the screen, key in the contact details
  • Click on the "Save" button or press "Enter" on your keyboard

In order to be able to carry out advanced searches on the technical perimeter of your contacts, you can enter the following information:

  • The technical scope which will allow you to qualify the technical environment of your contact/company. From the CRM module, contacts view, the keywords search will be scanning all of the words written in this field.
  • The functional scope will allow you to associate Activity areas to your contact/company. From the CRM module, contacts view, the activity areas field will help you easily find the right contacts.

Good to know

  • The "Activity areas" referential can be customised on the Administrator interface. This referential is also used on the Candidates and Resources' technical data (TD).

We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.

If you still have other questions, feel free to get in touch with our Support team :

Reach out to our support team

Tel : (+33) 03 62 27 61 05


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