Fill in the details for your contacts with each account.

General Tab

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.

Address Tab

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.

Email

Enter an email address for the contact.

Notes, To-Do, and Event Tabs

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.