Create a contact

What are contacts?

Contacts can include leads, prospects, opportunities, customers - anyone you have contact with through your business. 

How do I create a contact?

Contacts are created by clicking on the New Contact tab. On the New Contact screen, enter the information you want to capture. Use your tab key to navigate between the fields. Use your shift and tab key together to go back a field.  Once the contact information has been entered, click "Save". The contact's information will be displayed on a contact screen.

How do I find contacts I have created?

To see a list of all your contacts, click on the Contacts tab. Here contacts can be sorted by date last updated, name, company, playbook, due date, or date created by clicking on the headings at the top of the list. You can also search here for a contact by last name, first name, or company name. To search for a contact by other fields, use the Search tab.

How do I edit or delete a contact?

To edit a contact, open the contact to be edited and use the edit link located next to the contact name.  To delete a contact, click on the Contacts tab.  Locate the contact to be deleted and click on the x icon at the end of the contact's information row.  You will be asked to confirm the deletion.  Once deleted, the contact information cannot be retrieved.  

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