Contact Management

Creating a Contact

1. Go to Contacts
2. Click Create Contact
3. Fill out the form:

Required fields:

Field	Description
Last Name	Last name of the person

Important fields:

Field	Description
First Name	First name
Email	Email address
Phone	Phone number
Account	Assigned company
Position	Job title

1. Click Save

Linking to Multiple Accounts

A contact can be linked to multiple companies:

1. In the contact detail open Accounts
2. Click Select
3. For each account set:
4. Role – position in the company
5. Is active – current relationship

Activity Tracking

For a contact you can track:

Activity	Description
Meeting	Planned/finished meeting
Call	Phone call
Task	Task related to the contact
Email	Email communication

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