12.3 - How to link CRM Accounts

A Sub-organization must be connected to a CRM account. In this lesson We’re going to create another one and link this to the Sub-organization we’ve created in the previous lesson.

How to add an CRM account

Let’s refresh the memory on how to add a new CRM Account. To add a CRM account, follow these steps:

1. Open Elfsquad 

2. Click on CRM accounts. 

3. Click on the plus icon in the lower right corner.

4. A new window pops-up where you can fill in all the Information needed. Note: Try to fill in as much information as you can to prevent extra work after adding the CRM account. (For now, we are going to add a new CRM account, you can make up the contact information yourself and fill in all the fields.) 

5. Click on save.

A CRM-account is focused on a company. When you click on the CRM-account you’ve just created you can see the contact information you’ve just filled in. When you scroll down you can see a field for contacts.

You can add multiple contacts in this field that are connected to you organization. You can also select which contact will be used as the Default Contact on quotations. This contact will be shown on the quotation by default. On the Quotation you can still change the Contact. Also, you can see which quotations are made with the CRM account. These will all be collected and shown in the Quotations field.

How to Link an CRM Account.

Now that we’ve created a CRM Account, we’re going to link the CRM account to a Sub-organization. 

1. Go to the Sub-organizations page. 

2. Clicking on the change button under the CRM Account Column. 

3. Select the CRM Account you’ve just created. 

Note: you can only link 1 CRM Account to a Sub-organizations

From here you can apply Upvalue and Purchase Discounts that will apply on every Quotation that is created with a contact that is linked to the CRM Account you’ve linked to the Sub-organization.