How to create a New Customer Contact in Fortix

 The end goal is to create a ‘single customer view’ by having one record for each client containing all their relevant data. Having data that is up to date, accurate and relevant will ensure a productive and efficient workforce. If you already have a database of customers or suppliers or contacts, you can use the Importing Data into Fortix function.

To add a new Customer in Fortix Base, Click CONTACTS then a list of current CUSTOMERS will automatically display.

The address bar link is: /?customers

Click on the Add New menu option in the CUSTOMERS heading bar.

The ADD NEW form is where you enter the details of your new customer.

First Name, Last NameTypeCustomer Source and at least one contact manner is required to add a new contact.

Add the Job Title by clicking the down arrow for a current Picklist of Job Titles that have been preloaded in Fortix. Select the Job Title of your customer that you are adding.

Having hundreds of Job Titles to scan through is time-consuming, you might want to reduce the selection of Job Titles available so it is more appropriate for your business industry. The Job Title Picklist can be managed (Add, Edit or Delete) by clicking on the pencil.

Add, edit or delete the list of Job Titles in the JOB TITLES Picklist. To add, Click the highlighted +. After you have made the desired changes, click SAVE.

Identify Contacts in the contacts database by the Type of contact being "Customer". The Type is automatically set to "Customer", but the option is available to alter the Type to any available Type in the Picklist. Click the down arrow in the field to find alternatives to add. Type is a required field in Fortix.

The source is a required field. Select the source of your contact - where you have connected.

By entering the source of how this person became your customer you are able to understand the effectiveness of your marketing campaigns, and thus direct proper resources to the more profitable sources. It also serves as a good reminder of how this person was added to your database.

The Source Picklist can be managed by clicking on the pencil.

Add, edit or delete the list of Sources in the CUSTOMER SOURCES Picklist. To add, Click the highlighted +. After you have made the desired changes, click SAVE.

Knowing how your new customer came to use your service, can go along way as a warm connection point for follow-up sales calls in future, especially when your business has grown to thousands of customers. Take the extra time and add a Source Note. You will be glad you did!

The industry is not required but a highly recommended field. Click on the down arrow for a list of the Industry Picklist, and select the appropriate industry.

In order to segment your customer lists and target marketing campaigns, knowing what Industry your customer is operating in will help you to get their attention when you have a new product that they can use in their industry.

The INDUSTRYS Picklist can be managed by clicking the pencil.

Add, edit or delete the list of Industrys in the INDUSTRYS Picklist. To add, Click the highlighted +. After you have made the desired changes, click SAVE.

Rating is not required, but it is another way to help your employees make decisions on how to prioritise their focus on certain customers. Click on the down arrow and select the appropriate Rate for the customer.

You might add "New customer" so they can be nurtured with a specific campaign into becoming an A+ Client.

Add, edit or delete the list of Rating in the RATINGS Picklist. To add, Click the highlighted +. After you have made the desired changes, click SAVE.

Creating a record of a customer serves the purpose of your business to contact this person again. By selecting the Marketing Lists they will belong to you can easily target them with future marketing campaigns. Click the down arrow for a list of Marketing Lists that exist in your business. Refer to How to Create a Marketing List.

Add the Sales person who is taking ownership of this customer by either :

  1. Selecting All, to display all the Sales people in your organisation
  2. Selecting Favourites you have filtered
  3. Selecting Manage to add users to your Favourites group
  4. Selecting Setup will Mnage the display of the Sales People
  5. Entering the first two letters of the Names of the Sales person you want to assign.

1. Selecting All displays a list of Sales people to assign to your New Customer. To assign Click on the responsible Sales Person.

2.  Selecting Favourites displays a list of Sales people you have sorted in a special favourites list to assign to your New Customer. To assign Click on the responsible Sales Person.

3. To Managed your list of special favourite Sales people, Click Manage.

5. In Fortix you are able to narrow down your diplay of Sales people with specific filters that can be set in Setup.

A picture says a thousand words - add a photo of the customer or their logo, by clicking on SELECT FILE. You are able to add photo's later.

Enter a valid email address, that is Unique. One of these three methods of contact is required: Email Address or Mobile Phone Number or Work Phone Number

Complete a valid Address. This helps if you have an appointment to visit your customer or you might want to deliver the product they order from you.

Click the As Above box if the Postal Address is the same as the Physical Address type the correct Postal Address.

Click SAVE when the contact details are completed.

0 Comments

Add your comment

E-Mail me when someone replies to this comment