If you want to create a new contact in the CRM, here are the steps to follow.
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CRM Contact Creation
You have two options:
Directly from LinkedIn, with one click and you’re done 🚀
Manually from the company record, that works too 💪🏻
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CRM Contact Qualification
At a minimum
First:
Enter the Last Name and First Name
Qualify the contact state which allows you to indicate the relationship you have with this contact
New: no link established
Link established: first interactions have taken place
Engaged: an active relationship has developed
Do not contact: should no longer be solicited (explicit request or GDPR)
Exited: no longer part of the company
Indicate the contact type to identify key roles
Decision maker: responsible for purchase decisions
Influencer: influences decisions without final authority
Ambassador: actively supports your services within the company
Buyer: manages purchases and contracts
Enter the contact details (email and phone)
Go further
To enable you to perform advanced searches on your contacts, we strongly recommend qualifying the following sections on each CRM contact record:
the Technical scope which lets you freely qualify your contact’s technical environment. From the CRM module displayed per contact, the "Key words" search scans all words present in this section
the Activity areas allow you to associate application domains your contact is looking for. From the CRM module displayed per contact, the "Activity areas" filter lets you find all contacts searching for this criteria
the Flags: in addition to open key words and application domains, you can also use "Flags" to qualify the technical scope of your contacts/companies
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Identification and management of your strategic contacts
To help you optimize your sales actions and maximize your chances of success:
Identify key contacts in your accounts
To do this, assign a type to each contact via the contact "Type" field to identify key roles.
Search efficiently
Quick search lets you efficiently select your contacts directly from the Contacts tab of the company record thanks to:
search by key words which scans all words in the sections associated with each contact
using filters, especially on the Type and State fields to focus your efforts on the right people
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F.A.Q.
Where do you customize the state of CRM contacts?
To customize contact states, you must have access rights to Boond Administration.
Configuration is done in Global Settings > Actions/States tab > Contact States section.
Where do you configure the contact type list?
To configure the contact type list, you must have access rights to Boond Administration.
Configuration is done in Global Settings > Miscellaneous tab > Contact Types section.
Where do you configure the Activity areas reference?
The "Activity areas" reference is customized from the Administration interface > Global Settings > HR and Sales Evaluations tab.
I’ve been using Boond for a while and want to change my contact states, how do I proceed?
If you want to make changes to your contact states, here are the steps:
Create the new State
Go to the relevant module and filter by the old State
Select all relevant records and use mass modification to switch them to the new state
Archive the old state
If in doubt, don’t hesitate to contact your BoondCoach.
I want to create a contact only, is it possible?
A contact must be linked to a company, so you must create a company first. If the company does not yet exist in the CRM, follow this online help: Create a new company in the CRM.
Is it possible to bulk assign an item to contact records?
Mass modification lets you quickly assign a main manager, a state, a type, an influencer or a flag to one or more contacts.