How to Create Contacts in HyperTeamCRM
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The document provides instructions for creating contacts in HyperTeam CRM. It outlines 4 steps: 1) Select the Contact page, 2) Click the plus icon to add a new contact, 3) Fill in applicable contact information like name, addresses, linked accounts, and important details, 4) Save the contact by selecting the save icon or clicking save. It emphasizes that the CRM allows saving important client details to deliver superior customer service.
How to Create Contacts in HyperTeamCRM
- 1. How to Create Contacts in HyperTeam CRM
- 2. www.sharepoint-florida.comStep 1: Select the Contact page on the menu
- 3. www.sharepoint-florida.comStep 2: Click the plus icon to add a new contact
- 4. www.sharepoint-florida.comStep 3: Fill in all applicable information
- 5. www.sharepoint-florida.com Quick Tip: Type the contact’s name to find their Facebook profile A. Contact Information
- 6. www.sharepoint-florida.com B. Address Add up to 5 addresses!
- 7. www.sharepoint-florida.com C. Link Accounts • If the account is already in the CRM, simply type and select the account name in the “Add Account” box. +Click the plus sign to add the account. +Once added, the account will be listed under “Account Name” and the contact and account will be linked in the CRM. • To delete an account, click the X icon. • If the account is not in the CRM, leave this section blank. +The account can be created and linked to the contact at a later time.
- 8. www.sharepoint-florida.com D. Important Details Quick Tip: Connect with your clients and make them feel special by using this section to “remember” the information that’s important to them!
- 9. www.sharepoint-florida.comStep 4: Save the contact I. Save by selecting the save icon at the top of the profile II. OR by simply clicking “Save” on the bottom of the profile
- 10. www.sharepoint-florida.com To edit contacts select the pencil icon
- 11. www.sharepoint-florida.com To delete contacts select the trash can icon
- 12. www.sharepoint-florida.comCongratulations you’ve created a contact! You can now deliver superior customer service by referring to this profile for all of your client’s important information. And not just for their addresses or phone numbers! This profile also includes important details such as: