Overview
Table of content
Step-By-Step
Before creating a contact, search it to avoid creating a duplicate! If a duplicate is created, the system will warn you if:
- the email address is the same than an existing contact
- the name + first name are similar to an existing contact
If the Contact does not exist, it is recommended to create it from the account page
STEP 1
❑ Add Account Contacts
Account Owner you can add someone in the account team
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Supplier name” A R WILFLEY AND SONS
STEP 2
If the Contact does not exist, it is recommended to create it from the account page
1- Scroll down to find the "Related Contacts" and click on the button "New contact“
STEP 3
❑Contact Information
Account Name is automatically fill in this square” A R WILFLEY AND SONS”
1- Fill First Name “ Christian”, Last Name” BEYER”
2- In types select "available" you want to put in "chosen" example :Manager “Click the arrow add
3- Fill Phone, Mobile, fax, Email ” cbeyer@cranecpe.com”
❑Address Information
4- Fill all information you have ” Mailing Street, Mailing City, Mailing State/Province, Mailing Zip/Postal Code, Mailing Country"
5- Click on Save
Verify, if I added the Contact
STEP 4
After saving, I return automatically on " Tabs Contact" with the name of the contact that you added
I verify, if I added well the Contact to my Account “A R WILFLEY AND SONS
- Click on Account, In View Menus => Select “My Accounts, In ListViews => Click on “Supplier name” A R WILFLEY AND SONS
- Scroll down to find the "Related Contacts“ I verify, I added well “Mr Christian BEYER”
Related contacts
An Account can have only one contact with the same name, the same email address.
If you want to add one contact existing to other account => you must use "add relationship
STEP 5
Select you Account, Scroll down to find the "Related Contacts
Click on «Add Relationship»
1- Fill part of the name “Click on the magnificer at the right of the "User" Field.
2- Click on « contact name you want to add »
3- Click Save
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