Address, website and contact details for client and prospect resources are entered via the information tab on the prospect card in the CRM module.
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ADD INFORMATION TO PROSPECT
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OR CLIENT
Go to CRM > clients & prospects list > select the client or prospect from the list > click the show/hide prospect card
icon and click the information tab icon.From here you can add and update the following information:
Name: company name, this is amandatory field, all the others are optional
Initials
Phone number
Mobile number
Email
Social information: web address, LinkedIn page etc.
Resource group: can be used on client and prospect resources, resource groups are used for grouping resources together e.g. for a mail out
Tags
Address details
Business: resources can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.
Primary Contact: main contact for the client/prospect
Responsible: the person in your company responsible for the client or prospect. This will default to your name but can be changed.
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