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STEP ONE: How to access the App
STEP ONE: How to access the App
Click on any company and click the "Enrich My CRM" button.
STEP TWO: Configure you field mapping
STEP TWO: Field Mapping
Select which field you would like to map.
Button: Update Field
When a field is turned off, it means that updates or changes to that field will not be processed or recorded.
You have the option to either establish a new custom field or associate it with an existing one.
You can create a new field if it doesn't already exist and toggle the field's activation status on or off."
STEP THREE: Switch on Auto Enrichment (optional)
STEP THREE: Auto Enrichment Feature
Automatically enhance company records with data from Company House and The Financial Conduct Authority.
How It Functions
When you create or import records into your CRM with valid company numbers, the records will receive automatic updates.
CREDITS
Each company enrichment process consumes one credit. If you have no credits available, no enrichment will take place.
Enabling/Disabling Auto Enrichment for Companies (Default: OFF)
- Open the App and click the "Settings" button.
- Toggle the On/Off switch for "Auto Enrichment Companies."
STEP FOUR: Enrich a company record
STEP FOUR: Enrich a company record.
Click on any company and click the "Enrich My CRM" button.
Click the "Search" button and select a company and click then click the "Save" button.
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