Contacts A contact is associated with a client or prospect. A client or prospect can have as many contacts as are needed. If you click on the phone number or e-mail address of a contact in the Prospects or Clients list, you can create an event for that contact - the idea is to make it easy for you to record phone calls and e-mail messages sent to contacts. When you click on an e-mail address, you will be taken to a form where you can fill in the text of the message and add additional addresses to which to send the message. When you click on "Send" the e-mail message will be sent, and an event will automatically be created. The subject of the e-mail will be part of the event's name, and the text of the e-mail will be found in the event's "notes" field. Prospects > Create a New Contact *Note: You can also create contacts from the Account tab. 1. Click on the "Prospects" tab. 2. Click on the "Create..." drop-down menu and select "Contact" from the list. 3. Fill out the "New Contact" form. Make sure you select the appropriate client or prospect. *Note: If you are creating the contact from within a prospect or client record (from the Prospects > "Prospects" or "Clients" link, click on the name of a prospect or client from the list, and select "Contact" from the links at the top of the page), or a deal record, you will not see the "Client:Deal affiliation" drop-down list box on the "New Contact" form. It will already be associated with the client or prospect record that you are currently using. 4. Click on the "Save" button. 5. The new contact will appear in your Prospects or Clients list. *Note: The "Save and create another Contact" button allows you to quickly create multiple prospects by loading a blank "New Contact" form, instead of returning you to the list view. How would I modify or delete an existing contact? |