Create a CRM account (profile) for each external partner or client your organization works with. You'll then be able to select them as the partner or client involved in activities such as selling inventory, lab testing, etc.

Go to CRM > Accounts. The page displays the existing CRM accounts in your site.

Adding a CRM Account

Click Add New Account. Use the modal that appears to specify the CRM account's properties.

First, select the Account Type. It affects which activity this partner can be selected in and what information you need to provide about them.

Property	Description
Account Type	Affects which activity this partner can be selected in (such as receiving inventory or collecting lab results) and what information you need to provide about them. Additionally, it controls what a sales order's type will be (wholesale, intra-industry, etc.) when selected as the recipient, and only SKUs whose sales class matches an order's type can be added to that order. Patient: Caregiver information can be associated with this kind of account. When selected as a sales order recipient, the sales order type will be "patient". Retailer: Select this account type for dispensaries. When selected as a sales order recipient, the sales order type will be "wholesale". Distributor: Select this account type for wholesalers. When selected as a sales order recipient, the sales order type will be "wholesale". License Holder: Select this account type for processors. Can be chosen as a recipient of sales orders and for processing jobs (when working through the drying, distilling, or extracting stage of certain batch plans). When selected as a sales order recipient, the sales order type will be "intra-industry". Recreational Consumer: Select this account type for any non-patient individual you directly ship to. When selected as a sales order recipient, the sales order type will be "recreational". Researcher: Select this account type for any R&D facility you ship to. When selected as a sales order recipient, the sales order type will be "intra-industry". Supplier: Select this account type for any facility you receive inventory or supplies from. Lab: Select this account type for any facility you send samples to for QA testing.
Fields under Account Information	The basic name and contact information.
Expiration Date	The date the information in the profile will need to be updated. This field is required for patient profiles. Expired patients cannot be involved in any activities.
Fields under Address or Residing Address	The location information.
Shipping Address	The shipping address. At this time, the shipping address must be the same as the address specified above.
Add a Caregiver	Appears for patient profiles. When set to Yes, fields for the caregiver's residing address appear. You can select whether it's the same as the patient's or a different address.
Upload registration document or proof of signature	Appears for patient profiles. An uploaded document to attach to this patient's account. You can upload a new one or select an existing document attached to some other entity in your GrowerIQ site.

Click SUBMIT to create the CRM account.

Changing the Approval Status of a CRM Account

Only approved CRM accounts can be involved in activities.

Click a CRM account in the list, then click CHANGE ACCOUNT STATUS. Select the approval status, then select which user in your organization made the decision.

Attaching a Document

Click ATTACH DOCUMENT. Select a document from your computer to upload, then specify the details to make it easier to identify and find.

You can view all the documents attached to a CRM account under the Documents tab.

CRM Accounts

Adding a CRM Account

Changing the Approval Status of a CRM Account

Attaching a Document