Contacts

22 views April 17, 2017 jpajaro 0

Contacts

This tab allows users to create, edit and delete contacts:

contacts

Create New Contact

  • Right click and select New. Fill in the required fields in yellow and click on Next:

contacts-1

 

  • Type in ¬†a Contact Level and click on Next:

create new contact

  • Enter the contact’s address information and click on Next:

contact 2

  • Click on the Finish option to add the new contact to the list:

contact 3

 

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.

contact edit screen 1Contact: Company Hunting Edit Screen

contacts 4List of Contacts screen