How to define and associate contacts?

On the sales opportunities, it is important to define and associate contacts to the entities, collection activities and sales opportunities.

Define contact for collection activity

Thanks to the CRM integration with the Logistics and Cash Management module, it is possible to define collection activities for the system operators and associate the entities and the corresponding pending documents, in order to collect them and, later, update them.

To define a collections activity, follow these steps:

1. Access Marketing & Sales | Contacts and Opportunities | Resources | Tools | Transforms External Entities;
2. Select the collection activity;
3. Define the priority and the state;
4. Select the operator responsible for the collection;
5. Specify the activity duration time;
6. On the tab Entities and Associations, specify the type and entity;
7. On the tab Collections specify the pending documents that will be a part of the collection activity
8. Finally, click Save.

Associate contacts and sales opportunities

To associate a contact to a sales opportunity, follow these steps:

1. Access Marketing & Sales | Contacts and Opportunities | Sales Opportunities;
2. Create a new sales opportunity or edit an existent one;
3. On the tab Contacts, specify the contacts associated to the opportunity;
4. Click Save.

Associate contacts to entities

The contact association allows to create a list of contacts from different departments and individuals, and associate them to an entity (Customer or Supplier).

To associate contracts to an entity, follow these steps:

1. Access Marketing & Sales | Sales | Customers;
2. Create or edit an entity;
3. Access the context menu CRM and select the option Contacts;
4. Select theContact Type on the column "Contact Type";
5. Specify the contact associated to the entity on the column "Contact";
6. Finally, click Confirm.

In order to associate contacts to entities, you must create them previously.

Associate remarks

Associating remarks to contacts has the purpose of creating small reports on the activities performed during a period of time.

To associate remarks to a contact, follow these steps:

1. Access Marketing & Sales | Contacts and Opportunities | Contacts
2. Create or edit a contact;
3. In the Notes tab on the context menu grid, activate the option New;
4. Specify the necessary information;
5. Click Save.