How to Create Contacts and Organizations
In Flowlu, there are several ways to create a CRM account:
Use + in the Quick Menu
To add a new account, click + in the quick menu at the top and select New Organization or New Contact:
When creating a new Organization, you can add:
- name (required field)
- assignee
- followers
- category and industry
- contact details
- create a link with an existing contact
- tags and notes
- attach files
- enter full legal name (to issue invoices), address, bank details
- modify custom field values
When creating a new Contact, you can add:
- title, first and last name
- assignee
- followers
- category and industry
- phone number
- website
- links to one or more Organizations (you can create a new organization or link Contact to an existing organization)
- tags
- notes
- modify custom field values
For the phone number field, you can also add extension numbers. Flowlu understands several extension formats:
- extension 111
- #111
- ext 111
- , 111
- ,, 111
- ;ext=111
You can also add the same phone number multiple times with different extensions.
All Accounts tab in CRM
You can create a new record in the top right corner:
The process of creating a new account is similar to the way described above, you just need to select the account type:
In any system object with a customer field
You can add a new account on the opportunity page, task, project, invoice or transaction using Create button:
Creating a customer card when issuing an Invoice
