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 |
| 1 | From the Contacts view, click on + New on the right. |
| 2 | 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 fist name. |
| Birth name | Specify the contact's birth name. |
| Specify the contact's email address. | |
| Phone number | Specify the contact's landline phone number. |
| Cellphone | Specify the contact's cell phone number. |
| 3 | In the Linked site section, specify the Site to which the contact will be linked at the customer. |
| 4 | Click on Save. |
The contact is created and linked to the customer or prospect record sheet.
Open the contact record sheet.
The record sheet of an existing contact can be opened in order to display all contact information and apply modification.
From the Contacts tab, click on 
in the Actions column of the desired contact.
Reference
For more information about the contact record sheet, refer to Contacts.
