This page allows for the creation of new Contacts or editing of existing Contacts.

Prefix

Enter the contact's prefix. Eg: Mr., Mrs., Ms., Dr., etc.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last 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.

Title

Enter the contact's business title.

Department

Enter the department to which the contact belongs.

Description

Enter a description for the organization.

Lead Source

From the drop-down list, select the source that generated the lead, such as direct mail or trade show.

Account

Choose the account name associated with 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.

Do not call

Select this if the contact does not want to receive phone calls.

Work Phone

Enter the work phone number of the contact.

Fax

Enter the fax number for the contact.

Email

Enter an email address for the contact.

Notes

Add a new Note by clicking on the Add Note button, or edit existing Notes by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a Note.

To-Do

Add a new To-Do item by clicking on the Add To-Do button, or edit an existing To-Do items by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete a To-Do item.

Event

Add a new Event by clicking on the Add Event button, or edit an existing Event by filling in the details appropriate to the headings. Click the delete icon at the end of a row to delete an Event.