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Crear un registro de empresa

Introducción

Hay dos formas de crear manualmente un registro de empresa en Infusionsoft.

 - Usted puede crear el registro de la empresa en primer lugar, y luego crear registros para las personas dentro de la empresa,

 - O puede crear una empresa a partir de un registro de contacto existente.

Instrucciones paso a paso

1 - Para crear un registro de empresa
 - Ir a CRM> Empresas en la navegación maestra.
 - Seleccione Agregar una empresa en el menú de la empresa.

 - Ingrese la información de la empresa.
 - Haga clic en el botón Guardar y agregar un contacto a esta empresa. Nota: Debe vincular al menos una persona a la empresa.
 - Introduzca la información de contacto.
 - Haga clic en el botón Guardar y ver que elija o haga clic en el botón Guardar y agregar un contacto a esta empresa para ingresar otro contacto.

2 - Para asignar una empresa a un contacto existente
 - Abra el registro de contacto
 - Haga clic en el menú desplegable de acciones de contacto y seleccione Agregar una empresa para este contacto.

 - Agregar o editar la información en el registro de la empresa.
 - Haga clic en el botón Guardar para guardar el nuevo registro de empresa.
 - (Opcional) Haga clic en la pestaña Contactos en la fila superior para vincular a más personas a esta empresa.

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