The Profile tab of the CRM module is used to record additional details about the account. This information allows your company to keep track of the account’s business operations and requirements. The details in the Profile tab are useful when reviewing accounts and for staff communicating with account contacts.

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How to Modify a Corporate Profile:

1. Select the required account in the Search tab of the CRM module. See Searching for Corporate Accounts.

2. Navigate to the Profile tab.

3. Edit the account’s profile as required. See the Profile Fields table below for a complete list of fields in the Profile tab. 

4. Click Save.

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Corporate (CRM) – Profile Fields

Field	Description
Corporate	The name of the person or company that you are creating the Profile for.
Website	The website URL of the Corporate Account.
Nationality	The Nationality (country) of the Corporate Account.
Global HQ	The country/location of the Head Office of the Corporate Account.
Regional HQ	The country/location the local Office of the Corporate Account.
Est Rev pa	The estimated revenue of the moves the Corporate Account is responsible for.
Moves pa	The estimated number of moves the Corporate Account is responsible for.
Employees	The number of employees.
Expats	The number of employees that are expats.
Secondment	The number of employees working on a Secondment basis (temporarily assigned to work in another area)
Turnover	An estimate of the moving turnover for the Corporate Account.
Quotes To	Whether the Corporate Account requires quotes to be submitted to Client, Corporate or Both.
No. of Quotations	The estimated number of quotations provided to the Corporate Account.
Decision Basis	The basis of the decision-making process for selecting moving companies.
Account Status	The current account status. This list can be managed in Codes Management, Type “Corp Status”.
Financial Responsibility	The responsible party for financial decisions.
Regional Responsibility	The responsible party for regional decisions.
Competitors	The moving companies competing for this account’s business. This list can be managed in Codes Management, Type “Competitors”.
Preferred Agent	The moving company currently preferred by the Corporate Account.
Move Management	The company who currently handles Move Management for the Corporate Account.
Property Agent	The Relocation Agent company currently used by the Corporate Account. This list can be managed in Codes Management, Type “Property Agent”.
Account Rep	The Account Rep at your organization for the Corporate Account.
Account Manager	The Account Manager at your organization for the Corporate Account.
Move Manager	The Move Manager/Coordinator at your organization for the Corporate Account.
Priority	The Priority of the Account. This is a Searchable field on the Search screen. The priority options can be managed in Codes Management, Type “Priority”. This field is also used in Jobs Details to set the priority of each Job.
Date Allocated	The date the account was allocated to the Account manager.
Controlling Branch	The controlling Branch at your organization for the Account.
Tender Review	The Date when the next Tender review is for the Account.
Contract Expiry Date	The expiry date for the current contract.
Existing Contract	The status of any existing contract with the Account.
Existing Contract Holder	The existing contract holder at your organization.
Insurance	The responsible entity for insurance. The Insurance options can be managed in Codes Management, Type “Insured By”. This field is also used in Jobs Details, called “Insured By”.
lnsurance Notes
Allowances	The normal maximum allowances for Domestic, Sea and Air Moves.
Removal	The allowance value the Account’s clients are given per Job.
Vol – Dom	The volume allowances the Account’s clients are given per domestic Job.
Vol – Sea	The volume allowances the Account’s clients are given per sea Job.
Vol – Air	The volume allowances the Account’s clients are given per air Job.
Notes	Allowance-related notes
Comments	Can be used for any additional information required.
Approved Ancillaries	Used to select the Corporate Ancillaries that are applicable for this Corporate. This list can be managed in Codes Management, by Type “Corp Service”.

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