Add an organisation based on an input form

If you are processing an input form for a new organisation, you can immediately add this organisation in Profit CRM.

If a new organisation completes an input form on your site, you can immediately add this organisation as a new organisation or match it with an existing organisation when processing the request.

To add an organisation based on an input form:

  1. Open the site.
  2. Log on with your user name and password.
  3. Go to: Mijn taken.
  4. Open the dossier item for the input form.
  5. Click on the action: Verwerken gegevens invulformulier.
  6. Click on the action: New organisation.

    You now open the Aanmaken organisatie wizard. The data that the organisation has entered on the input form is copied to the wizard.

  7. Complete the remaining fields.
  8. Click on: Create.

Directly to

  1. Organisations in InSite
  2. Add an organisation
  3. Add an organisation based on an input form
  4. Change an address
  5. Add a contact to an organisation
  6. Add an organisation logo
  7. Change an organisation
  8. View an organisation
  9. View a dossier