Add a contact person based on an input form

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

If a contact person from a new organisation completes an input form on the OutSite site, and you need to process this request, then you can add the data from this organisation and contact person immediately.

Contact person based on input form:

  1. Open the InSite 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 from the input form has been copied to the wizard.

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

Directly to

  1. Contact persons in InSite
  2. Add a contact person
  3. Add a contact person based on an input form
  4. Change an address
  5. Change a contact person
  6. View a contact person
  7. View a contact person dossier