How do I Create a new Contact?

Updated on January 23, 2018 05:01AM by Admin


Contacts app allows you to create new Contacts using create contact option. This is an important option in this object. When a marketing team passes on the new contact details to the sales team, it has to be entered with utmost care, as it a potential lead. Only those with the create privilege can create a new contacts.

Steps to create contact

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on "Create" button from the left navigation panel.
    create contact
  3. Fill in the following information:
    • First Name - First name of the Contact.
    • Last Name - Last name of the Contact.
    • Job Title - Name of the job..
    • Contact Type - Choose option for contact.
    • Customer - Select Customer from a search option or create new.
    • Supplier - Select Supplier from a search option.
    • Referred by - Select name of the referrer.
    • Assigned to - Select an employee/team.
    • Categories - Select Categories from a search option.
    • Description - Description of the contact.
    • Tags - Select existing tag/ Add new tags.
    • Status - Select the status of a contact or add new status.  
    • Relation Type - Select the relation type with the Customer.
      contact details
      Contact Information
    • Phone - Phone number for the contact.
    • Email - Email id for the contact.
    • Skype - Skype id for the contact.
      contact information
      Address Information
    • Address Type - Select address type from a predefined list. Enter other address information like city, state etc.
    • Click on “Add More Address” to add more addresses.
      address information
      Additional Information
    • Phonetic Name - The Phonetic name of the contact.
    • NickName - Nickname of the contact.
    • Date of Birth - Date of birth of the contact.
    • Market - Select one/Add new.
    • Segment - Select from predefined list.
    • Territory - Select a territory from a predefined list.
    • Industry - Select name of the industry.
      additional information
      Hobbies & Interests
    • Hobbies - Hobbies of the contact.
    • Food - Favourite food of the contact.
      Social Information
    • Facebook - Facebook id.
    • Twitter - Twitter id.
    • LinkedIn - LinkedIn id.
    • Website - Website url.
      social information
  4. You can add products and sites for your creating contact
    products and sites
  5. Click on "Create" button to complete.
  6. You can view the created contact as shown in the image below:
    contact created

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