This article will walk you through adding contacts, such as leads, customers, and suppliers to your Scoro site. This way, you can manage every aspect of your business relationships in a single platform. Whenever you view a contact in Scoro, you will have an overview of related projects, planned activities, quotes, invoices, bills messages and more.
Add contacts manually
If you have a relatively small number of contacts, up to a dozen or so, we recommend manually adding their data to Scoro. To do this, simply navigate to the Contacts module and click on the +New button to add a new contact.
1. Add a company
Contacts in Scoro are split into two categories – companies and people. You can link one to the other at any time. Let's start by adding a company.
Add the company contact information and address to the left-hand side. Then, use tags and categories to characterize your contact better and manage your contact list more efficiently, and you'll easily find relevant contacts later.
You can assign multiple tags to a contact to categorize them based on different characteristics. For instance, you may create tags for the languages your customers speak or the markets they operate in. You can also use tags to record where the contact first heard about your company. By checking the corresponding boxes, you can easily organize your contact list based on any attribute you choose.
In addition to tags, you can also use categories to group your contacts. A company can only belong to one category at a time, and the feature is typically used to indicate a customer's lifecycle stage, such as a lead, customer, or former customer.
Next, select if your contact should be added to the supplier or client list. When compiling sales documents, clients are shown first to ease the selection. When estimating costs or compiling purchase documents, suppliers will be shown first.
Each company must have a contact owner or manager, whom you can assign at the bottom of the page. Managers help to divide clients among the sales team, for example.
2. Add a person
If you want to specify specific people who represent different companies, you can add people to your contact list. You can add a new contact in the same manner as the company. Just navigate to the Contacts module and click on the +New button. Then select to Add new person and later link them with specific company under the Company card.
Alternatively, you can add new person directly from the Company card, to link the person with Company automatically.
Import a large contact list
If you have many contacts, you can import their data to save time on manual entry.
If you prefer to use this approach, go to the Import/Export module in Scoro and open either the tab People or Companies, depending on which of them you wish to import. Download the example file and align your own data with the example.
We recommend investing time in clearing up the data before the import. Explore the additional resources below this article to format your data correctly before a large-scale import.
Now that you know how to add contacts to your site, you can either proceed to the following Getting started step, where you'll learn how to set up activity types, or explore the resources below to dive into any of the topics in more detail.