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- Flowlu
- Flowlu Help Center
- CRM
- Organizations and Contacts
- How to Create Contacts and Organizations
How to Create Contacts and Organizations
In Flowlu, there are several ways to create a CRM account.
Method #1. Through "+" in the Upper Menu
To add a new account, click the "+" button in the top menu and select the necessary button:
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When creating a new company, you can specify:
- name;
- assignee, category and industry;
- contact details;
- create or link it to the existing contacts;
- add tags and notes;
- attach files;
- enter full legal name (to issue invoices), address, banking details;
- fill in custom fields.
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When creating a new contact in the opened sidebar, you can specify:
- title, first and last name;
- assignee, category and industry;
- email, phone number, website;
- one or more organizations in which the contact operates. You can create a new one or link it to an existing organization;
- additional and contact data;
- add tags and notes;
- custom fields.
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Method #2. In Accounts
You can create new record in the top right corner:
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The creation of a company or contact in these sections is performed the same way as described above. You just need to select the account type:
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Method #3. In Any System Object With the Customer Field
You can add a new account on the opportunity page, task, project, invoice, transaction via the Create button:
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Creating a customer card when issuing the invoice
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