Managing the Contacts view of a customer or prospect

DMF	160405 TOOLS CONTACTS SEARCH

Click on Contacts from the Views to display contacts linked to the opportunity.

This view is used to display the list of contacts in a table, to open the contact record sheets and to create new contacts at the customer or prospect.

Creating a contact

DMF	160402 TOOLS CONTACTS NEW

From the Contacts view, click on + New on the right.

Specify the information of the Identity section:

Field	Description
Title	Specify the contact's title.
Name	Specify the contact's last name.
First name	Specify the contact's first name.
Site	Specify the site to which the contact will be linked at the customer.

Specify the information of the Contact details on customer site section:

Field	Description
Phone number	Specify the contact's country code and landline phone number. By default, the country code selected is the one corresponding to the country of the connected company. Click on the flag to open the drop-down list and select another country code. At the top of the drop-down list, a search field allows you to filter for the desired country. The selected country code will be automatically specified when the number is being entered. The country code can also be entered manually at the beginning of the number. Note If the number is saved without a country code, a globe icon is displayed instead of the flag.
Cellphone	Specify the contact's country code and mobile phone number. By default, the country code selected is the one corresponding to the country of the connected company. Click on the flag to open the drop-down list and select another country code. At the top of the drop-down list, a search field allows you to filter for the desired country. The selected country code will be automatically specified when the number is being entered. The country code can also be entered manually at the beginning of the number. Note If the number is saved without a country code, a globe icon is displayed instead of the flag.
Email	Specify the contact's email address.

Field

Description

Phone number

Specify the contact's country code and landline phone number.

By default, the country code selected is the one corresponding to the country of the connected company. Click on the flag to open the drop-down list and select another country code. At the top of the drop-down list, a search field allows you to filter for the desired country. The selected country code will be automatically specified when the number is being entered. The country code can also be entered manually at the beginning of the number.

Note

If the number is saved without a country code, a globe icon is displayed instead of the flag.

Cellphone

Specify the contact's country code and mobile phone number.

Note

If the number is saved without a country code, a globe icon is displayed instead of the flag.

Email

Specify the contact's email address.

Check the options desired in the Specifics about customer site section:

Field	Description
Decision-maker	Check the box if the contact is a decision-maker.
Financial contact	Check the box if the contact is a financial contact. The contact will have access to the Invoices tab on the Customer Portal.
Main contact	Check the box if the contact is a main contact.
Sales contact	Check the box if the contact is a sales contact.

If needed, specify Notes in the Notes about the customer site section.

Click on Save.

The contact is created and linked to the customer or prospect record sheet.