Create a Contact
- Lakshmi Pulomas (Unlicensed)
- MatthewM (Unlicensed)
This tutorial will show you how to create a new contact in the CRM.
You can create a contact in two ways:
1st Method
In this method, you’ll create a contact from an account.
1. Navigate to CRM> Accounts.
The Accounts page will be displayed.
2. View/edit any account by double clicking account name.
The Edit account page is displayed.
3. Navigate to Contacts tab.
4. Click Create.
The Create Contact dialog will be displayed.
2nd Method
In this method, you’ll directly create a contact from the Contacts page.
1. Navigate to CRM > Contacts.
The Contacts page will be displayed.
2. Click Create.
The Create Contact dialog will be displayed.
3. Enter the first name, middle name and last name of the contact in the Full Name field.
4. Type in the Job Title of the contact.
5. Select the name of the customer account with which this contact is associated, from the Customer Name drop down list.
6. Enter mail id of the contact in the Main Mail field.
7. Enter the various phone numbers such as Business Phone, Mobile Phone and Home Phone in respective fields.
Note: The fields such as Main phone and Main Email fields are mandatory.
8. Specify whether or not the contact is main contact by checking or un-checking box in Is Main field.
9. Select linked address of the contact if any, from the Linked Addresses drop down list.
10. Click Ok.
11. Enter the first name or last name or account name of the person in the search box and click Search (
) icon on the right top corner of the application.
The newly added contact will be displayed.