If you want to create a new company in the CRM, here are the steps to follow
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Prerequisites
Before creating a new company in the CRM, make sure it does not already exist in the database!
To do this:
Click on CRM, Company view (1)
Check that the "Perimeter" filter is set to "Indifferent" (2)
Click on "Advanced filter" to ensure that no filter is selected => If not, click on "Reset filters" (3)
Type the name of the company you want to create in the "Key words" field (4)
If the company does not appear, start the creation process!
Company creation
Attention! Make sure you are in "Company" type, otherwise the tool will suggest creating a contact and linking it directly to an existing company!
Click on the "Create" button
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Company qualification
Here are some useful links:
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Merge companies
If you accidentally created duplicate companies in your CRM, you can merge the data from one company card to another with a single click.
Prerequisites
To initiate the merge of two CRM companies, the manager must first have delete rights on the source company card so that this button appears.
They must then have read and write rights on all impacted data (main data, actions, opportunities, contacts, etc.)
How to proceed?
Start from the source card
Use the new button in the header of the card
Select the destination card > Display alerts about the consequences
Check the required rights for the merge
If rights are ok > Display "rights check ok" > click confirm to start the merge
If rights are not ok > "Insufficient rights, the merge cannot be started" > The user can only cancel and must modify their rights or contact their administrator
A blue pop-up indicates the start of the merge, then a green one when it is finished > "Open the merged card" on the green pop-up
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Warning
The merge is irreversible. The data from the source card will be deleted.
The source card is deleted after the merge (only the information from the destination card will be kept).
Attachments are grouped on the destination card (note, if the total number of attachments from the S+D cards exceeds the current limit of 10 files, an error message will appear).
Contacts, discussion threads, actions, opportunities, projects, purchases, orders, and invoices are reassigned to the destination card.
If you use OrganizationCharts, the organization chart from the source card is deleted.