Contacts

16 views April 17, 2017 jpajaro 0

Contacts

This tab allows you 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 if so desired and click on Next:

contact 2

  • Click on the Finish button 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 on the OK button.
  • The contact is added to the list with the changes incorporated.

contact edit screen 1

Contact: Company Hunting Edit Screen

contacts 4

List of Contacts screen