Instructions for Adding a New Company to the CRM.
Instructions for Adding a New Company
1. Navigate to the company contacts in the CRM by selecting on the system's administration side:
→ "CRM"
→ "Contacts"
→ "Companies"
2. Click on "Add Company"
3. Enter the company name or business ID in the form fields and click the magnifying glass icon. The system will automatically retrieve the company information from the Finnish Business Information System (YTJ).
If the information does not populate automatically, fill in the fields manually.
It is advisable to add the information as comprehensively as possible at this stage.
4. In addition to filling in the basic company information, the form allows you to designate a customer representative and customer type for the company, as well as add tags.
Tags help in grouping contacts within the CRM.
5. Finally, click "Save."
The new company has now been added to the CRM contacts.
6. By selecting "Stay Here," you remain in the system's company listing view and can continue, for example, by adding details for another new company.
By choosing 'Go to Contact,' the system opens the business card for the newly created company.
