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”
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