In this article, we will walk you through the process of creating a Commercial Contact, both with and without a Personal Contact
There may many times that you need to create a Commercial Contact but you don't have any personal information to also create a Personal Contact with. This is ok! You can create the Commercial Record now and if you need to go back later and create a Personal Contact, you can certainly do that but it is not required.
1. From the left hand menu, click on "+ Add Contacts"
2. Next, you will be taken to the Add Contact page. Make sure the button at the top is set to "Commercial"
3. From here, you have the ability to link this Business to a Personal Contact, but you do not have to. If you have a Personal record that you want to associate with, then on the "Link Personal Contact?" button, make sure it is set to Yes (it defaults to No). You can choose to associate it to an existing Personal Contact or create a brand new one from here.
4. After you have entered all of the Business information, click Save Contact and that's it! You will be taken to the Commercial Contact page after you save.
For campaign purposes, the first place we will look to know where to send communication is if the Business has a Business Phone and/or Business Email filled out. If there is none entered, then we will look to see if there is a Business Primary Contact for the Business. If there is, then that person will get all communications sent to the Business.
What this means for you, the agent, is that you can now have 1 Personal Contact associated to 50 different Commercial Contacts without having to worry about not being able to put the same email address on all of those Contacts!
Example, if you have a contact that has 6 rental businesses and you also insure their personal policies, you would create 1 Personal Contact and 6 Commercial Contacts. Then, you would associate that 1 Personal Contact to all 6 Businesses. If you leave the Business Email and Business Phone blank on those records, then all campaigns and 1-off communications would automatically be sent to the Personal Contact. Previously, there was no way to do this as each contact HAD to have a unique email or phone in order to receive messages.