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FluentCRM

Very Basic for a CRM (Must haves)

I understand that we have custom fields set up, but from a CRM perspective, the following should be pre-existing fields to ensure we capture all essential information:

1. Job Title/Position

2. Department (Dropdown List)

3. Website URL

4. Mobile

5. Time Zone

6. Social Profile (LinkedIn, Facebook, Twitter, etc.)

7. Checkbox (Owner/Not Owner)

Additionally, we should have the ability to create a company/business directly from the contact page. In the Company dropdown, if there is no existing company/business, we should have an option for Add New, which will trigger a pop-up to create a new company. This will help streamline the process of linking contacts to their respective companies more efficiently.

Very Basic for a CRM (Must haves)
  • 3 likes
  • 2 comments

Shahjahan Jewel

Most businesses don't need this info (and many do). and that's why we have added custom fields so anyone can add fields as they need.

Manoj Sharma

@Jewel, you’re correct, but there are a couple of things:

1. How do I move custom fields to the correct position?
for example If I create filed called Mobile Phone how do I move it next to Phone field

2. By default, it picks the first contact of the company as the owner, which is not accurate in most cases. So add a checkbox owner will allow it to add it as owner otherwise it will be a simple contact associated with that particular business.