HaloCRM

HaloCRM Guides

Guides > Customers and Contacts

Customers and Contacts

Adding new customers and contacts into HaloCRM is easy. 


Customers

Let's first walk-through the 'customers' module together. You can find this on the left-hand side of the screen as below:


 

Here, you can click into any customer and find out information such as the sites they operate from, the contacts within this customer, any notes made against them, all existing and closed tickets you have with them and permissions access to services you provide on your HaloCRM, among other fields.




Every customer and contact in HaloCRM needs to be associated with a site. A customer requires a main site, and a contact can be part of any listed site within that customer's details.


If your customer or contact does not have associated site, you can use 'main' as a default option. Having a site contains contact information more clearly.


For example, contacts who have enquired with you using social media, will be automatically placed under the 'contacts' customer. The sites can then be: Facebook, Twitter, WhatsApp etc. 


To create a new customer, you can press the 'New' button in the top-right of the screen when you enter the 'Customer' module.


You will be presented with a new page where you can insert the customer's basic information such as their name, whether of not they are an important customer, and main site details.


As explained earlier, the main site should be the HQ if there are multiple sites associated with it, or just 'main' if there's only one. 


Once saved, the customer page will look like this:


The customer is now ready to go!


If you're wanting to add permissions to this customer, whether that is to services, knowledge base articles or set an overriding email signature, these changes can be found in the 'settings' tab within each customer. 



When you add new contacts in, you can now add them to the customers you have made. This can be manual, using XLS import or by using one of our integrations. 



Contacts

Adding contacts follows a similar process, just the information you need to input is different.

Contacts must also have an associated site. This can be the customer they are part of, or the source they have enquired from. The choice is up to you!



The contact set-up asks for information like their HaloCRM username (which can just be their name) - email address, phone number and gives you an option to add custom fields for your client. For example: Primary source, frequent contact, age demographic etc - these are all completely customisable to you. 


Once saved, you can determine whether or not this user can receive specific notifications:



and whether they are an important contact. 

For access settings, these are determined based on the customer you put them under. 



As with customers, contacts can be added manually, using XLS import or by using one of our integrations. 





Popular Guides

Pin It on Pinterest