This tab allows you 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 if so desired and click on Next:
- Click on the Finish button 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 on the OK button.
- The contact is added to the list with the changes incorporated.
Contact: Company Hunting Edit Screen
List of Contacts screen