Overview
To add any deal to a CRM, it must be tagged to an existing
Account or an Organization or the company with whom you are trying
to close a deal. If the organization contact is not already present
in your CRM, you may add it from Organization Contact page in
ToolsOnCloud CRM.
Steps to add Contact
To add an organization contact in ToolsOnCloud CRM, follow
these steps
- Login to ToolOnCloud CRM using your Email and Password.
- On the top navigation bar, click on Contacts drop down
menu and then select Organizations to open the corresponding page.
- In Organization contact page you can view the list of
accounts or organizations already added in your CRM (if your team
members had added earlier).
- From the top-right corner, Click on the "Add Organization"
button, a dialog box shall appear prompting you to add a few data
points related to your contact.
- Enter the basic information such as "Organization Name",
"Address", "Phone", "Website", etc.
- Click on "Add Organization" button to save the contact.
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