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.
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.