Creating a new contact in the CRM

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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

On the contact card displayed on the screen, at a minimum :

• 👩🏻‍💻 qualify the contact's status,
• 👥 specify the type of contact,

• 📱 enter your contact's details.

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.

• The Flags : on top of the keywords and the activity areas, you can also use the flags to qualify the technical perimeter of your contacts/companies. Here is a tutorial to know how to use the flags : Use the flags to qualify and search for CRM contacts