Create a New Firm Record when Qualifying a Contact

When a contact is interested and meets your firm's business criteria for qualification and a potential project, you have the option to create a corresponding firm record.

The option to automatically create a record in the Firms hub is available if your firm uses CRM Plus and enables the Lead Qualification Process in Settings.

To create a new firm when qualifying a contact:

1. In the Navigation pane, go to the Hubs section and select Contacts.
2. Use the search field above the contact name to search for and select the contact.
3. Locate the Qualified Status field on the Summary pane. As you work with a contact and your relationship evolves, you can change the contact's status to match the process status. When you change the contact's status to Qualified, the Qualify Contact dialog box displays.
4. On the Qualify Contact dialog box, select Create New Firm. The Add Firm dialog box displays. This dialog box includes several fields with data that is automatically populated from the lead record. You can edit these fields as needed.
5. Save your changes.
   • The firm is associated with the contact and firm address if one was created through the qualification process.
   • If an opportunity was created through the qualification process, the firm and contact are associated to the opportunity.
   • If a marketing campaign was selected, the firm is associated to the marketing campaign.
   • If an opportunity was created, the firm is associated to it as the primary client.