Adding a new account and a new contact through the potential/deal module in crm
Previous tutorial videos showed you how to add a new account and new contact through separate modules or tabs in crm. Adding them separately will only be utilised to add information retrospectively while populating the crm to be inline with our current operations.
For any new potential clients the information will be adding following the potential flow with different stages as explained in the below video:
Remember that once the zoho one system does not allow the use of accounts which have passed the credit worthiness check. The credit worthiness check is done by the finance team and ensures that we do not onboard clients which may be an issue to deal with in the future.
You are allowed to add any potential client account names and contact names prior to sending a quotation with minimal detail required.
For an account you will need - the company name (ideally correct from MBR). If not available you can correct this at a later stage.
For contact you will need - the name and surname of the contact and the account they are associated with
If the client is interested in services offered by nouv and or when the client requests a quote you will proceed with submitting the account for credit worthiness as you would have all necessary information to proceed at this stage.
Information to prepare before hand for account:
- Ask the client which company he/she would like he quotation addressed to (MBR name) - All other information required can be taken from the MBR once you have the correct company name
- Ideally the finance department email address or the email address of the person/department which shall be receiving our invoices.
Information to prepare before hand for a contact:
- Name and surname of the contact
- Responsibility or role within the organisation
- contact mobile number and email address
Related Articles
Credit worthiness check and approval (adding a new potential client organisation to the crm)
Ensuring that the companies we offer services to, do not have any underlying issues (example: bad debts), which in turn may result in nouv having to struggle to receive necessary payments, is essential. From a crm process point of view prior to ...New account and new contact done through account and contact module separately
Below please find the work instructions for adding accounts and contacts through the Contact and account tab in the crm . Adding accounts through accounts module – Active Client details NOTE: IF you are not certain of details you have to enter please ...Creating a new potential with an existing account and contact
IF you ever encounter a current company/ client who is interested in finding out more about all services offered at nouv, the below video link provides you with what you need to do on crm: Always remember that you have to use the crm to its full ...Confirming deal details, lead source and service category
When you get to the point that the potential client would be interested in a quote, you need to click on confirm deal details prior to adding a quotation. The below video explains the deal details which need to be confirmed and how to correctly ...Approval of rolling contracts by the potential owner on crm
1st stage Approval - rolling contract deals about to expire – Request to proceed with final approval (Approvers - Senior management): The rolling contract process allows for a deal to be recreated from start to finish avoiding a number of steps ...