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

 

❑ 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

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“

 

 

 

 

❑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

 

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”

 

 

 

Step 5 Description

 

 

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Step 6 Description

 

 

Step 8 Description