Overview
This process documents how to add new client records in OwlXRMA CRM system used to manage client data and interactions..
Steps to Add New Client
- Access the OwlXRM application using the provided URL. Ensure that the application is fully loaded before proceeding.
Add Clients – Step-by-step video guide
- Select Add Client to begin creating a new client recordA stored profile containing all client information.. In the new form that appears, input all required client details:
- Legal Business Name: Provide the client’s legal business name
- Client TypeA classification that defines the type of client.:
- CommercialA business or organization engaging in commercial activities.
- PersonalAn individual using services for personal use.
- EnterpriseA large-scale organization with high revenue, complex operations, and multiple departments; also used as a market segment for large clients.
- Tax Identification Number: Enter the client’s tax IDA government-issued identification number for tax purposes.
- Industry TypeThe classification of a client's business sector, such as Manufacturing, Healthcare, or Technology.: Select the appropriate industry
- Start Date: Enter the start date
- Market SegmentA grouping of clients based on size or characteristics.:
- Small BusinessA company with a relatively small number of employees and lower revenue, typically serving local or niche markets.
- Mid-MarketA medium-sized business with moderate revenue and operational scale, larger than small businesses but smaller than large enterprises.
- Enterprise
- Website URL: Provide the client’s website
- Business Alias (DBA): Enter if applicable
- Client Tag: Assign relevant tagsLabels used to categorize and filter clients.
- Year of Establishment: Enter the year
- Phone Number: Enter the primary phone number
- SMS Phone Number: Enter alternate SMS number if applicable
- Save Client: Click Save Client to store the information