Adding a Contact into CRM

Check if the contacts Organisation is in the database.

Go to Microsoft Dynamics 365, click on ‘Organisations’ on the left hand panel
Select ‘Trading Name’ and select ‘Filter By’
Select ‘Contains’ and enter organisation name

If organisation is in the database: Skip to Step 2

If organisation name appears, you do not need to do anything. Simply ensure this is the correct account by checking the details (ensure ABN is active and ABN number is accurate) Keep this as a reference as you will need to use this as the Primary Organisation of your contact.

If organisation is not in the database:

- Click on the + New button (top panel)

- Fill in the required details:

Trading Name (Mandatory)
Business Name
Address (if available)
Phone Number & Website (if available)
Enter Main Industry
Select Interests/Specialties of the organisation
Select if they are a grower, delivery partner or any other options
Filter to ‘Address’ (top of page) and enter organisation address

Click Save

Step 2

Adding a Contact in CRM

a. Open Hive CRM

b. On the left dashboard, find and click Contacts (under the Core section).

c. Click on the New button (+).

d. Fill in the required details:

First Name (Mandatory)
Last Name (Mandatory)
Job Title
Primary Organization (add using search function)
Mobile Number & Email
Click on the Address tab and add details if available.
Click on Communications Tab and select their ‘Interests’ and ‘Industries’

Click Save.