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.
 If the Contact does not exist, it is recommended to create it from the account page |  |
 Hoover on “Contacts” related list and click on New Contact |  |
•Enter your contact’s details and Save •First Name and Last Name •Account Name: as you started from the account, the field already filled in •Language •Phone/Mobile/Email •Job department and function •Address: as you started from the account, the address is already filled in |
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