You can keep non-member businesses and contacts in your Vicinity CRM. Here are the steps for adding them 👇🏻
Creating a new Non-Levy Business in the Directory
To add a new Business to the Vicinity Directory make sure you are on the ‘Businesses’ tab.
Click new
Enter the Trading Name of the Business
Do not include a Property Reference number*
Choose a Sector, Area
Add the Address, Postcode etc
Add generic business email: eg Hello@, info@, enquiries@
Make sure you un-toggle the 'Voting Member' and 'Levy Payer' options.
*TOP TIP - Do not add the Property reference number to these records as they will not be included in the council data so will be archived each time the Data Updater is run.\
Adding additional detail to the Record
It is useful to add People associated with the Business before you hit save
Click to 'manage' people
Search the database to see if they already exist, if not hit the 'create new' button.
*TOP TIP - As a minimum a new contact should have a first name, last name and work-related email address.
It also helps to use tags when adding new contacts or new businesses for additional filtering power and helps the team understand who and what type of contact they are. For example for non-levy members useful tags might be 'Event contact' 'Secuty contact' ' external supplier'. Please see this article for creating new tags 👉🏻 Managing and Creating Tags
You can search our collection of help articles here 👉🏻 Vicinity Help Desk or we have a useful video of using the system basics here 👉🏻 Back to Basics