Create a new Object

Add your objects to keep track of your equipment, hardware etc.

Jennifer Meidell avatar
Written by Jennifer Meidell
Updated over a week ago

With objects you get a complete customer overview by including information about your capital goods into the CRM system. This setup will make proactive sales easier and reduce the risk of missing business opportunities.

An object can be anything  that you're selling, renting out or leasing. For example:
Vehicles
Construction Machines and Equipment
Medical Equipment
Restaurant Equipment
Office and Technical Equipment
Equipment for manufacturing etc.


Alright let's get started!
Click on the + you can find the top left > Click Object > Name your object and choose model group and manufacturer and click Continue.

Now you have a pop-up window with 5 different tabs.

Overview 

General information about your object. You can add tags to your objects to optimize the filter function and also add links to a product page and/or images.

Dynamic fields

Works the same as any dynamic field in Cirrus. You create these to store and widen data input, for example something specific for your business. (To create dynamic fields, head to Settings in the menu to the left and choose "Dynamic fields" and the tab "Object")

Contract 

Under the tab contract you can add a contract to your Object. For example a leasing contract, rental contract or a buying contract. If you have an existing or previous contracts on this Object, you will see them here. The contract will help you keep track of any additional services, financial accounts, start date, end dates etc.

To add a new contract - fill your information and save by clicking the "Add" button in the bottom right. An awesome feature is that you can add a reminder before the contract runs out, just set up when and to whom! No one should ever miss out on an opportunity to renew a contract.

Activities

You can connect activites to your Object. You do this by choosing the object whilst creating the acitivity. In this way you'll be able to see if the Object has any upcoming services, uppsell-calls etc. Here's a guide on how to create that activity and connect it to your object!

Documents

You can add documents to your objects by drag and drop under the Documents tab. For example if you want to store the signed contract, service information etc.

When you're all done - click save in the bottom right! 🥳

What's next?

Maybe it's time to create an activity connected to your object? Here's how to do it!

Did this answer your question?