1
Click + New Contact
Open the Contacts list first. An account's Contacts tab has its own + New Contact too.
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Add a contact and link it to an account
Do this when you meet a new person at a customer. Every contact belongs to one account.
2
Type the Full name
Full name and Account are required.
3
Choose the Account
This links the person to a company. The list holds all your accounts.
4
Type the Role / designation
Optional. Department, Birthday and LinkedIn URL are optional too.
5
Type the Primary phone
The Phone numbers section has Primary phone, Secondary phone and Third phone.
6
Type the Primary email
Email & web also has Secondary email and Website.
7
Click Save
Save is at the bottom. Cancel leaves without saving.
Find a contact and open it
Do this when you need a phone number, an email or the cases of one person.
1
Type in Search by name, role or account...
Type part of a name. The list stays as it is until you click Filter.
2
Click Filter
The list shows only the matches. Clear removes the search.
3
Click Open →
Open → is at the end of the row. The contact page opens.
4
Read the top of the page
The name, the contact ID and the role are at the top. Cards show Account, Phone, Email and City.
5
Click the account name
The blue account name opens the account the person belongs to.
6
Click Cases
The tabs are Overview, Marketing, Cases and Activity. The number on Cases counts this person's cases.
