In Cargofive, you have the valuable capability to create and manage clients, an essential aspect of your logistics operations. These clients are further categorized into two key types: Companies and Contacts. Let's explore how they work together to streamline your workflow.
Understanding Clients:
Clients Defined: Clients are the entities with whom you engage in business using Cargofive. They serve as the recipients of your quotes and are integral to your operational framework. Clients can be further divided into two categories:
Companies: These are the organizational entities you serve. A single company can encompass multiple contacts. All quotes associated with these contacts and companies are automatically saved and linked in the company profile.
Contacts: Contacts represent the individuals within those companies—your customers. They hold vital information such as addresses, emails, and telephone numbers. Contacts can belong to a specific company and can initiate and manage multiple quotes concurrently.
Working with Companies:
Companies serve as the primary aggregators of data within Cargofive. They play a pivotal role in organizing your client interactions. Here's what you need to know about companies:
Key Information: Companies are identified by their business name and may include additional data such as email addresses and price levels.
Multiple Contacts: Companies can house various contacts, streamlining communication and information sharing.
Quote Management: Companies can have multiple quotes associated with them at the same time, ensuring comprehensive tracking of your interactions.
Working with Contacts:
Contacts represent the individual customers you work with and interact with on a regular basis. Here are the key aspects of contacts:
Contact Details: Contacts are rich repositories of information, including their addresses, emails, and telephone numbers.
Company Affiliation: Contacts can be linked to specific companies, allowing for clear organizational structure.
Multi-Quote Capability: Contacts and companies can simultaneously engage in multiple quotes, making it easy to manage ongoing business relationships.
Adding Clients to Your Account:
To start benefiting from the client management capabilities in Cargofive, here's how you can add contacts and companies:
Adding Contacts:
Navigate to the "Clients" section and click on "Contacts."
Click the "Add Contact" button, and a form will appear where you can input contact details.
Alternatively, you can streamline the process by uploading contacts in bulk through the "Importation" button. This allows you to import contact information directly from your files for efficient processing.
Adding Companies:
Access the "Clients" section and select "Company."
Click on the "Add Company" button, and you'll be presented with a form to enter company data.
For convenience, you can also upload companies in bulk using the "Importation" feature. This enables you to import company information from your files, saving you time and effort.
By effectively managing your clients, including both companies and contacts, you'll enhance your efficiency, communication, and organization within Cargofive, ultimately improving your logistics operations.