Overview
In this section, you will find information about how to create a new supplier contact in Salesforce.
Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
Step-By-Step
| Note |
|---|
Before creating a contact, search it to avoid creating a duplicate. In case of duplicate, the system will warn you if:
And the system will guide you to the existing contact. And then you will be able to add a relationship. If the Contact does not exist, it is recommended to create it from the account page |
Status colour Blue title Step 1
| Tip |
|---|
You can create a contact and relate it to any account in Salesforce, even if you’re not part of the Account Team |
Status colour Blue title Step 2
If the Contact does not exist, it is recommended to create it from the account page
Go to the related list "Related Contacts" and click on the button "New Contact“
| Status | ||||
|---|---|---|---|---|
|
❑ Contact Information
Account Name is automatically filled in this field. E.g."SAP SE”
| Tip |
|---|
Use the international format, contacts are shared. |
| Excerpt |
|---|
Verify, if I added the Contact |
Status colour Blue title Step 4
- Click on Account, In View Menus => Select “My Accounts. In ListView => Click on the “Account name” e.g.“SAP SE"
Excerpt
Related contacts
Need help?
| Include Page | ||||
|---|---|---|---|---|
|
| Viewtracker | ||
|---|---|---|
|