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:
- CRM functionalities and integrations
- Admin: Meetings
- App: Contacts and customers
- App: How to start a meeting
➕ If you'd like to know more about Showell's CRM or the HubSpot integration:
Contacts
Where do I find my contacts?
- Open Showell Admin
- In the top menu, click CRM > 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
- 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
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- 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?
- Open Showell Admin
- In the top menu, click CRM > 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)
- Clicking the name of a contact will lead you to the contact's individual information
- 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
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- The owner (creator) of the customer
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💡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