Creating a main contact
| DMF |
160402 TOOLS CONTACTS NEW |
A main contact can be created directly from the Main contact field:
- in the header information of an opportunity;
- in the creation screen of an opportunity.
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1
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In the Main contact empty field, specify the last name then first name and click on  on the right of the field. |
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2
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Specify the information of the Identity section: |
| Title
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Specify the contact's title. |
| Name
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Specify the contact's last name.
By default, the last name specified in the Main contact field is automatically specified.
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| First name
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Specify the contact's first name.
By default, the first name specified in the Main contact field is automatically specified.
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3
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Specify the information of the Contact details on customer site section: |
| Phone number
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Specify the contact's landline phone number. |
| Cellphone
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Specify the contact's cell phone number. |
| Email
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Specify the contact's email address. |
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4
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Check the options desired in the Specifics about customer site section: |
| Decision-maker
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Check the box if the contact is a decision-maker. |
| Financial contact
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Check the box if the contact is a financial contact.
The contact will have access to the Invoices tab on the Customer Portal.
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| Main contact
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Check the box if the contact is a main contact. |
| Sales contact
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Check the box if the contact is a sales contact. |
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5
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If needed, specify Notes in the Notes about the customer site section. |
The contact is created and specified in the Main contact field of the Header view. The contact is visible in the Contacts view of the opportunity.
