Summary
This lesson will guide you through adding and managing companies within your Notary Success CRM. Understanding how to effectively create and edit company profiles is essential for organizing your contacts and tasks related to specific businesses. This feature allows for a more structured overview of your interactions and responsibilities with each company you work with.
Step-by-Step Guide
Accessing the Company Tab:
From your CRM dashboard, navigate using the left side menu to "Contacts".
Above the list of options, find and click on the "Company" tab. This section is dedicated to managing company profiles within your CRM.
Creating a New Company Profile:
In the "Company" tab, you will see an option to add a new company. Click on this to start creating a company profile.
Fill in relevant details about the company, such as the name, industry, contact information, and any other pertinent information that the CRM allows you to input.
Adding Contacts to a Company:
Once a company profile is created, you can start adding contacts associated with that company. This helps keep your contacts organized by their respective companies.
Navigate to the company profile you want to add contacts to and look for an option to add or link existing contacts.
Managing Tasks for Companies:
Within a company profile, you can assign tasks related to the company. This could include follow-ups, contract renewals, 1099's, or any other tasks pertinent to your relationship with the company.
Create a task, assign it to yourself or a team member, set a due date, and save. These tasks will help keep your interactions with the company on track.
Adding and Viewing Notes:
The "Notes" section within a company profile allows you to add and view notes relevant to the company. This is useful for recording important information, meetings, or agreements.
Notes added here can be related to general company interactions rather than individual contacts, providing a centralized location for company-wide information.
Tips for Effective Company Management
Regular Updates: Keep company profiles updated with the latest contact information and notes to ensure you have accurate data at all times.
Task Prioritization: Use the task feature to prioritize your activities related to each company. Mark tasks as complete to track your progress.
Centralized Information: Utilize company profiles to centralize all information and activities related to a specific company, making it easier to manage your workload and follow up efficiently.
By effectively managing companies within your CRM, you create a structured and organized system that enhances your ability to serve your clients better. This organization is crucial for notaries working with multiple businesses, ensuring that no detail is overlooked and every task is accounted for.
