Fill in the details for your contacts with each account.
Prefix
Enter the contact's prefix. Eg: Mr., Mrs., Ms., Dr., etc.
Title
Enter the contact's business title.
First Name
Enter the contact's first name.
Salesperson
Enter the name of the individual you want to assign to the contact, or choose from the User List. Salesperson list is managed under contacts of primary business account.
Last Name
Enter the contact's last name.
Department
Enter the department to which the contact belongs.
Account
Choose the account name associated with the contact.
Lead Source
From the drop-down list, select the source that generated the lead, such as direct mail or trade show.
Description
Enter a brief description for the contact.
Primary Address
Enter the primary address of the contact.
Secondary Address
Enter the secondary address of the contact.
Home Phone
Enter the home phone number of the contact.
Mobile
Enter the mobile number of the contact.
Work Phone
Enter the work phone number of the contact.
Do not call
Select this if the contact does not want to receive phone calls.
Fax
Enter the fax number for the contact.
Enter an email address for the contact.
Notes
Add or edit notes by clicking on the list and filling in the details appropriate to the headings. Attach a file to the note by right clicking in the list and selecting Select attachment. Click the red X at the end of a row to delete a note.
To-Do
Add or edit to-do items by clicking on the list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a note. You can also complete this information from the main To-Do tab, and link it to this customer's account. Any To-Do items you enter will be visible from every To-Do tab associated with this account.
Event
Add or edit events by clicking on a list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a note. You can also complete this information from the main Events tab, and link it to this customer's account. Any Event items you enter will be visible from every Event tab associated with this account.