Customers, suppliers & addresses
How to Manage Physical Addresses in FreighTools
Learn how to view, create, and manage the real-world locations used across your shipments, quotations, and warehouse operations.
How to create and manage leads
Create a lead with its owner, pipeline status, primary contact and company details, then use the owner filters, saved views and pipeline stages in the Leads workspace to work through them.
How to log a CRM activity on a lead
Record a call, meeting or other activity on a lead from the side panel in a few seconds, and read the running timeline of everything your team has done with that lead.
How to start a quotation from a lead
Open the Quote Logs tab on a lead to see every quotation raised for it, and start a new one from there so the quotation stays attached to the lead instead of standing on its own.
How to see the contacts on a lead
Open the Contacts tab on a lead to see everyone attached to it with their phone and email, add another contact, or use the row menu to work with one that is already there.
How to create a new customer
Create the customer record that quotations and selling agreements are built on — name, role, currency, legal details and address — and deal with the duplicate warning when a partner of that name already exists.
How to edit an existing customer
Find a customer in the grid, open it with the edit icon, and change its details, contacts or interaction history — with the summary header showing you at a glance who you have open.
How to set the type of a shipment partner
Classify a shipment partner as Shipper, Consignee or ShipperConsignee so Freightools puts it on the right side of a shipment, and know which to pick when a company is both.
How to create a new supplier
Create the supplier record that buying agreements, spot rates and agent RFQs are built on, and pick the roles — Carrier, Agent, Forwarder and the rest — that decide which extra fields the form shows you.
How to relate a supplier to a System Carrier
Give a supplier the Carrier role, choose its carrier type, and point it at the matching System Carrier so schedules, rates and tracking line up with the carrier Freightools already knows.
How to see the contacts on a supplier
Open the Contacts tab on a supplier to see the Partners Contacts grid — names, roles, phone numbers, email addresses and which of them is the sales, operations or accounting contact — and add another.
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