This tab allows users to create, edit and delete contacts:
Create New Contact
- Right click and select New. Fill in the required fields in yellow and click on Next:
- Type in a Contact Level and click on Next:
- Enter the contact’s address information and click on Next:
- Click on the Finish option to add the new contact to the list:
From this window you can Record activity, add an opportunity, or add another contact.
Edit a Contact
- Right click and select Edit.
- Make the desired changes and click OK.
- The contact is added to the list with the changes.