Avid CRM Beginner’s Guide

How to add a contact in Avid CRM.

There are many different ways to add a contact to Avid, but this video will cover the simplest way to do so from the Contact Manager.

In the Contact Manager, click on the button that says “New” near the top left of the window. A drop down menu will appear.
In the drop-down menu, select “New Contact”. A pop-up window will appear.
In the pop-up window that appears, enter all of the relevant information and click “Create New Contact”.
An Outlook Contact window will come up with all of the contacts information that you had typed automatically filled in. You can make any additions if needed.
Click on “Save & Close” to add the new contact to both Avid and Outlook.
Names automatically capitalize after a space for proper formatting

Adding A Company in Avid CRM

There are a couple ways to add a new company into Avid, but this video will cover the easiest way to do so from the Company Manager.

From within the Company Manager click on “New” near the top left of the window. A drop down menu will appear.
On the drop down menu select “New Company”. A pop up window will appear.
In the window that came up, enter in all of the company’s information.
Hit “Save and Close” to save the new company in Avid.

Adding A New Contact To A Company in Avid CRM

This video will cover the easiest way to add a new contact to an existing company record. You can bring up the company record a couple different ways by searching for it using Avid Total Search feature, in the Company Manager, or by clicking on the name of the company from with an Opportunity.

Bring up the company record that you’d like to add a contact to.
In the contacts tab of the company record, click “Add…”. A pop window will appear.
Add in all of the contacts applicable information and select “Create New Contact”.
An Outlook Contact window will appear. You can make any additions here.
Click “Save & Close” to add the contact to Outlook, Avid, and the company record.
Once you are done making changes to the company record click “Save and Close” to save any changes to the company record.

Creating a New Opportunity in Avid CRM

Adding Opportunities is one of the key components in the Avid CRM. This allows all of your users to track new sales and services.
Open up the Opportunity Manager in Avid CRM Navigate to the upper left “New” Drop down and click New Opportunity
Click on Contacts and you can either add a existing contact or add a new contact
Fill out any other information such as Status, Stage, etc if information is available
On the upper left click save and close