Creating Companies, Contacts and Opportunities

Creating companies, contacts and opportunity records in Spiro is both simple and flexible, and this article will showcase different ways to get new information into Spiro.

1. "New +" Button

From the Companies, Contacts and Opportunities tabs in Spiro you will see a "New +" button in the upper right corner of the page - from here, you can manually enter in the information to create the new company, contact or opportunity manually. Keep in mind, contacts and opportunities must be related to a company record in Spiro. in order to create a contact or opportunity you must create a new company or associate with an existing company in Spiro. 

Using AI: Spiro will scan incoming emails to automatically associate new contacts you are emailing with the correct company if the company record exists in Spiro.

2. Mass Data Import

Users can also mass upload a list of companies, contacts or opportunities by using the data import function in Spiro. This is useful when transferring lots of information from an old system/spreadsheets into Spiro. Simply go to Settings > "Import and Update Data" > and select the type of records you are importing.

From here, you can download the import template as a CSV file and add the necessary information to import all of the records at once. You can find more detailed instructions on importing and updating data here.

3. Spiro Assistant

One of Spiro's claims to fame is our email assistant, and this tool allows users to add companies, contacts and opportunities into Spiro without ever logging in to the system. From the comfort of your inbox, simply forward an email from a contact at a new company to assistant@spiro.ai. Spiro understands a number of commands, but when you tell the assistant to "create a contact" it will automatically create the company as well based off of the email domain. Check out this article for all of the assistants commands.