Note: Before reading this article, it's important to understand the relationship between Contacts and Profiles. This article is for adding profiles for personal situations. Click here for more info on adding business profiles.
In this article you will learn:
How to create a personal profile for new or existing contacts - and without creating an opportunity yet.
From here you can add more new or existing contacts to the profile.
How to create a new Profile
1. Go into your 'Contacts' tab on the navbar on the left hand side of the screen
2. Select 'Add Contact' and then select 'Add New Profile'
3. Select whether the Profile is for a new or existing Contact
3a. New Person - will cause the software to ask you for more details on the new Contact
3b. Existing Contact - will allow you to search for a Contact already existing in Trail
3c. Selecting 'New Company' will lead to creating a Business Profile.
It will allow you to search for a company in the NZBN register, and add relevant directors/ shareholders.
4. Finish up
Once you have clicked next, a new Profile will be created and you can click "View Profile" in the banner that appears to jump straight into the profile to do further edits.
Alternatively, you can use the Search bar or the Contacts tab to look for this profile and go into it to edit it. 👍
What next?
Learn how to add an opportunity to Trail for this client.