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 as part of the qualification process.
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 firm when qualifying a contact:
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In the Navigation pane, select
.
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At the top of the Contacts form, enter either a complete or partial name or number in the
Find contact lookup field to find and select the contact.
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On the Summary pane, set the
Qualified Status option to
Qualified.
As you work with a contact and your relationship evolves, you can change the contact's status to match the process status.
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On the Qualify Contact dialog box, select
Create New Firm.
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On the Firms form, enter, review, and edit information for each firm that you want to track.
When you add a firm using the Firms form, you are automatically added as a team member on the Team tab for that firm. However, you must use the Team tab to describe your relationship to the firm. (If you run an import process that adds new firms, you are not automatically added as a team member for those firms.)
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Save your changes.
- The firm is associated with the contact and firm address, if one was created through the qualification process.
- If an in pursuit project was created through the qualification process, the firm and contact are associated to the project.
- If a marketing campaign was selected, the firm is associated to the marketing campaign.
- If an in pursuit project was created, the firm is associated to it as the primary client.