AntCRM - What are Lead, Contact, Account? How to create Lead, Contact, Account?

1. What is Lead? What are Contact, Account?
Leads - also known as Potential Customers, are people who are in need of the product or service you provide, but have never purchased your product (service). Maybe they are using a competitor's product or service, maybe they don't know about your product (service), or maybe your product (service) hasn't really satisfied them yet. ... However, they can become real customers if you have good marketing strategies.
Contact (individual customer), Account (business, company) related to purchasing activities or using services. It is the most precious thing, the deciding factor in the success or failure of each business. That's why businesses are always looking for ways to manage customers, such as::

• Information about customers who have previously purchased the product

• Classify customer

• Potential customer status

• Update customer information from advertising campaigns

• Chăm sóc khách hàng cũ của doanh nghiệp

AntCRM is the solution to all of the above problems, bringing you a rich and loyal customer base..
2. How to create Lead, Contact, Account?
Lead, Contact, Account can be created by all authorized employees in the company

There are many different ways to create customers. Currently the system supports 5 ways to create Lead, Contact, Account:

Create manually: Enter the detailed information of Lead, Contact, Account manually on the interface of the Leads, Contacts, Accounts creation page
Import: Import from data file (supports Excel or CSV files)
Webforms: Automatically create Lead, Contact, Account for information, requests, questions left on the website (kite chat / kite call)
Email: Automatically create Lead, Contact, Account for emails pushed to email forwarder
Create  quickly: Lead, Contact, Account are created from a quick create form with basic information

2.1. Create manually:
a) Create leads manually:
Step 1. At Menu bar → choose Leads → click button Create lead

The page goes to the Lead creation page

Step 2: Enter the necessary information of Lead
There are the following information fields:

Step 3: Press Save.
b) Create contacts manually:
Step 1. At Menu bar → choose Contacts→ click button New contact

The page goes to the Contact creation page

Step 2: Enter the necessary information of Contact
There are the following information fields:

Step 3: Press Save.
b) Create Accounts manually:
Step 1. At Menu bar → choose Accounts→ click button New account

The page goes to the Account creation page



Step 3. Enter Account name (required) and the necessary information
The information of Account is also similar to the information of contact, there are only a few differences like: No date of birth, gender, ID card number, position, account.

Step 4. Press Save to complete creating a new account
2.2. Import Lead, Contact, Account
Import Lead, Contact, Account is a method of uploading an existing customer list in an excel file, saving a lot of time and effort compared to manually adding it. AntCRM supports uploading up to 10,000 customers in 1 import.
Steps to import customer files into AntCRM:
Step 1. At Contacts page, Click on the arrow   next to the button Create Contact
(For Lead, do it on Leads page, press button beside Create Lead button)
(For Lead, do it on Accounts page, press button beside Tạo Account)

Step 2. Press Import button

The page goes to the first step of importing customer lists

Step 3. At the Download Template Step, click the Download button to download the import template
Note: Please follow our template to ensure information is uploaded correctly.
Prepare the file accurately and clearly according to the form.
Press   Continue   to go to Upload step
Step 4. Press Choose Files button, choose the prepared customer list file, choose the sheet containing the customer list

Click   Continue   to go to Mapping step

Step 5. Choose the columns with the corresponding information. Click   Continue

Step 6: At Option step, There are 4 settings for data uploaded to CRM::

Click on   Continue   to go to Review step

Step 6. At Review step, Please check all information in the customer list file to upload:

• Check if the file name is correct or not

• Check if the Sheet Name is the correct sheet to upload

• Check Number of Contacts in the file

• Check Set up how to import when there is a duplicate phone number or email

• Check tag

• Check the list of customers in the details table

In addition to the above checking steps, the system will automatically check and warn you of the following errors:

• The uploaded list has duplicate information in the file, which means there are 2 or more customers in the list file with duplicate emails or phone numbers.

• The uploaded list contains customers with invalid phone numbers or emails

• The uploaded list has unnamed customers

If the file has one of the errors above, please edit the file and import again.

If there are no problems with the file, you press   Continue   button to upload to CRM.
Step 7. Press  Continue  button in the import confirmation popup.

The system will notify that the list is being uploaded. The longest time to download is 5 minutes. In fact, if the number of customers is small, the list will finish uploading immediately..

2.3. Automatically create customers from Webforms:

Businesses that have their own website can contact us (tech@antbuddy.com) or hotline (1900 636 412) to set up a customer registration form, customer information will be automatically saved to AntCRM system.

This form will bring a large number of potential customers to your company, which will then use this information to run product promotion campaigns.

For example, the form below:

2.4. Automatically create customers from Email Forwarder:

Your company has set up an Email forwarder. Every time a customer sends an email to the system, the system will create a new corresponding customer..

Ex: 

Your company's support email is Doanhnghiep@xyz.com, with forward settings to AntCRM system (see how to set up forwarder here)

Customers have email khachhanga@gmail.com, with email registration name KhachHang A, and send an email to your company's support email (doanhnghiep@xyz.com).

The system will automatically create a new customer named KhachHang A and email is khachhanga@gmail.com.

2.5. Create customer quickly:

Case 1. Press   (+) Create   button at the top of the page:

This is a quick step to create Lead or Contact or Account, you can create customers no matter where you are on any page of AntCRM..

Strep 1. Press   (+) Create   button at the top of the page

Step 2. Press Create Lead or Create  Contact or Create  Account depending on your needs

The page goes to the Create Customer page

Step 3. Enter information and press Save the same way as creating manually.

Case 2. Quickly create customers on the Create/Edit Tickets and Tasks pages

Step 1. At Create/Edit Ticket/ Task page, press   +   button in the customer field

For Account, change the customer type and then press the button   +   .

The page will pop up a customer quick creation popup

Step 2. Enter the name customer (required) and the necessary information

Step 3. Press   Add   to create a new customer.