Accounts represent customers you do business with. Each Account can include multiple locations and contacts, enabling container distribution across different sites within the same Account
- Vendor is now called Accounts on the Superfy platform.
- Store is now called Locations on Superfy on the Superfy platform.
- Contacts now has its own menu.
How to Add a Contact
- Log into your Superfy Account
- Navigate to the CRM menu located on the left-hand side of the screen
- Select Contacts from the CRM submenu to add your contacts for both Accounts and Locations.
- Click on Add Contact located at the top left-hand side of the screen.
- On the Add Contact screen, enter the below required details
- Title
- First Name
- Last Name
- Phone Number
- Click Save.
How to Add an Account
- From the CRM submenu, select Accounts to add a new Account.
- Click on Add Account located at the top left-hand side of the screen.
- On the Account Information screen, enter the below required details
- Account Name
- Account Logo (Optional)
*Maximum file size for Account Logo is 10 MB
- Click Save.
- After creating the Account, search for it on the Accounts main page and click View to assign a Contact or Location.
- Scroll down to Locations to create a new Location, or create and associate it to the Account via the Locations menu. See How to Add a Location below.
- Click on Add Location.
- Scroll down to Contacts to link an existing Contact to the Account.
- Click on Add Contact.
- Search and select your desired Contact from the available drop-down list
- Select Contact Type:
- Primary Contact
- Billing Contact
- Other
- Click Save
How to Add a Location
A Location refers to the physical location where the container is situated and is a subset of Accounts Management.
- From the CRM submenu, select Locations to add a new Location
- Click on Add Location located at the top left-hand side of the screen.
- On the Add Location screen, enter the below required Information.
- Account Name – the Account you wish to link with the Location (store)
- Name – Location (Store) name
- Address -- Full Address
Start typing the address—if it exists in Google Maps, it will appear in a drop-down; otherwise, enter it manually.
The address must be accurate to use Scheduling and Routing (for container-based customers) and Collection Request (for location-based customers) features.
- Click Save.
- After creating the Location, scroll down the page to add a Contact and Container to it.
- Click Add Contact and follow the same steps described above for adding a Contact to an Account.
For location-based customers, link a primary Contact to the Location and ensure their phone number and email address are added to the contact profile. This is required to use the Collection Request feature (Location-Based QR Code).
- Click Add Container to add a new container to a Location, fill in the required information, and click Save once all information has been entered.
Please note that the Select Device option (located below the Waste Type field) and the QR Code option (located at the top-left of the Add Container pop-up screen) are only applicable to customers with a sensor or QR Code subscription. You can ignore any non- required fields that do not apply to you.
A container can also be added from either the Collections Map View or Container menu.
To unlink a Contact from an Account or Location, click the Unlink button next to the Contact’s name on the Contact card.
