How do I Create a new Contact?

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.
   
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 Information
   • Phone - Phone number for the contact.
   • Email - Email id for the contact.
   • Skype - Skype id for the contact.
     
     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.
     
     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.
     
     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.
     
4. You can add products and sites for your creating contact
   
5. Click on "Create" button to complete.
6. You can view the created contact as shown in the image below:
   
   
   

Related Links:

• Create a contact type.
• Create custom mandatory field
• Create industry
• Create my views