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Admin: Contacts and customers

If you have the CRM feature enabled and/or the HubSpot integration you can access your contacts and customers from within Showell.

➡️Contacts:

  • Within Contacts you'll find all contacts entered in to your CRM
    ➡️With the HubSpot integration enabled, HubSpot contacts will be synced to Showell and vice versa.
  • You can associate useful information with your contacts, such as materials used in sales meetings.
  • You can add contact information, a title and company associations.

➡️Customers:

  • Customers are the companies you have created to your CRM
    ➡️With the HubSpot integration enabled, HubSpot customers will be synced to Showell and vice versa.
  • You can add a brief description and website information related to the customer
  • Within the company, you'll also find the contact associated with it

👍Tip:

  • You can export your customers and contacts as a excel spreadsheet by clicking the 'download'-button in the top right corner.


👉This article will inform you on how to find, add or adjust:


💡For more information:



➡️Showell CRM and HubSpot integration are premium features.
If you'd like us to activate these features:

Contacts

Where do I find my contacts?

How do I Add a new contact?

💡Tip: You can also add new contacts from your customer list.

  • In the top right corner, click ➕New contact
  • Fill in the contact's details and click ✔️Save changes

Where can I find and adjust the contact's information?

  • Click the contact's name
  • In the 'settings'-tab you are able to view/edit:
    • First and Last name
    • Email
    • Mobile number
    • Title
    • Department
    • Company: Choose to just add a company name OR
      ➡️Contact will be marked as 'lead'
    • Customer: Link the contact to a 'company group' within Showell
      ➡️Contact will be marked as 'contact'
    • Additional information
  • In the 'About this lead'-tab you are able to see:

    • When the contact was created
    • When the contact's information was last modified
    • The owner (creator) of the contact
    • If this contact is a 'contact' or a 'lead'.
    • If any Meetings have been held with the contact
      ➡️You can click the individual meeting(s) to discover more information



Customers (Companies)

Where do I find my customers?

How do I Add a new customer?

💡Tip: You can also add new contacts from your customer list.

  • In the top right corner, click ➕New customer

  • Fill in the customer's details and click ✔️Save changes

Where can I find and adjust the customer's information and it's contacts?

  • Click the customer's name
  • You will now see a list of all the contacts within this customer (company)
  • In the top right corner click ⚙️Settings:
    • View/edit the customer's settings
    • Find more information:
      • When the customer was created
      • When the customer's information was last modified
      • The owner (creator) of the customer

💡Tip: You can also add a new contact straight into the customer's list:

  • Click the customer's name
  • You will now see a list of all the contacts within this customer (company)
  • In the top right corner, click ➕New contact
  • Fill in the contact's details and click ✔️Save changes

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