Contacts

To store details of a contact's business card, enter information such as the contact's primary address, phone numbers, fax number, and email address. Optionally, from the Lead Source drop-down list, specify how the contact was created, such as a trade show or a cold call. You can add additional comments in the Description field.

  • Create Note.
  • Click this link, located below the Description field, to add a note. Enter the subject and the note in the fields that display below.
  • Select Account field
  • . To associate the contact information with an existing account, enter the account name or click Select to choose from the accounts list.
  • New Account
  • . Select this box to create a new account and associate it with the contact.
  • New Opportunity
  • . Select this box to create a new opportunity and associate it with the contact.
  • New Appointment
  • . Select this box to create a new appointment and associate it with the contact.

    Click Save to create the business card.