CRM integrations
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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.
        download button


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


      💡For more information:


      ➕ If you'd like to know more about Showell's CRM or the HubSpot integration:

      Contacts

      contacts in Admin

      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
        New contact button
      • Fill in the contact's details and click ✔️Save changes
        Save changes button

      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:
        About this lead info
        • 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)

      customers or companies in Admin

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

      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
        New contact button
      • Fill in the contact's details and click ✔️Save changes
        Save changes button
      Showell