Creating Contacts

Your list of Contacts can be found under Sales/Customers/Contacts. From here you can review, edit, or add new Contacts.
Note: A contact can be associated with multiple companies such as a district manager of a franchise.

1. To add a Contact, click the plus sign to add a New Contact.

2. Enter the contact's First and Last Names and any companies they're associated with.

3. If you want the option to place personal orders for this contact, select the Personal Account button, then click Personal Account Details to fill in the associated details. If not, skip to step 7.

Note: Personal Accounts are used for nonbusiness-related orders while Company Accounts are used to place business-related orders.

Contacts can have a personal account as well as multiple company accounts. A personal account can be added as an option later when a personal order is placed.

4. If you open the Personal Account Details modal, select the contact's Customer Information:

Status – lead, prospect, or customer
Company Origination – how the contact heard about you
Industry the contact is in

Note: The default Status will be entered automatically, but you can change it here if needed.

You can also choose to make Origination and Industry required under Settings/Sales/Company Options.

5. Select the Accounting Details as needed for this personal account:

Pricing Tier – allows you to set prices based on your negotiated rates with this contact
Payment Terms – defines when a payment is due as well as the deposit and early payment credit rules for this contact
Tax Group – allows you to charge a combined, single rate by grouping agencies (typically local, county, and state/province, national, etc.)
Tax ID for this contact

Note: Check this box and select a Reason if a contact's orders will always be Tax Exempt.

Require POs on ALL Orders in WIP status or later

6. Click Save to close the modal and continue.

7. Enter the contact's Email.

Note: The contact will need at least one email in order to add a Sign-In to their Customer Portal.

8. Enter the Default Location that will primarily work with this contact.

Note: If you only have one location, that will be the default. If you would like to add another location contact sales@corebridge.net to discuss upgrade options.

9. The Default Time Zone relates to your contact's time zone.

10. Add an address if needed.

11. Click Save and Continue when you're finished.