Contact Fields

Fields	Description
Name	Contact's full name. Click (Edit) to open the Edit Name dialog box.
Account	Account to which the contact is linked. Click the name to jump to the Account Detail view.
Title	Contact's title within the account's company. Click the drop-down arrow and select an item from the list.
Asst.	Specify the name of the contact's assistant.
Dear	The contact's name to be used in the salutation of a letter, fax, or email. Click in the field and type any changes. By default, this is populated with the contact's first name. If the contact name is changed, the information will not update automatically.
Address	Address or location of the contact. May be different from the account address. Click (Edit), to open the Edit Address dialog box. To view a map of the address, click (Map). If Contour integration is enabled and configured, a map opens using the Contour provider. If a provider is not configured, the address opens in MapQuest.
Work	Contact's work telephone number. Click in the field and specify the required changes.
Fax	Contact's fax telephone number. Click in the field and specify the required changes.
Mobile	Contact's mobile telephone number. Click in the field and specify the required changes.
Home	Contact's home telephone number. Click in the field and specify the required changes.
Other	Any other number the contact may give you. Click in the field and specify the required changes.
Preferred Contact	This is the preferred method of correspondence with the contact/account. Click the drop-down arrow and select Email, Phone, Fax, or Letter.
Email	Contact's email address. Click in the field and type any changes. To send an email message to the contact, click (Email).
Web URL	Web address for the account. Click in the field, and specify the required changes. To open the contact's Web site, click (WWW).
Primary Contact for Acct	If selected, designates the contact as the primary contact for the account.
Authorized Service Contact	Contacts marked with Authorized Service Contact indicates that they are authorized to call in for support on an account.
Do not Solicit	If selected, designates the contact as Do not Solicit. Contacts marked as Do not Solicit are filtered out of the Mail Merge process and Marketing Campaigns.
Do not Email, Do not Call, Do not Mail, Do not Fax	If Do not Solicit is not selected for the contact, any combination of one or more of the remaining Do not fields can be selected.
Owner	Person or team within your organization that has access to the account.
Account Manager	Person or team within your organization that manages the account relationship. Click (Find) to find the person or team within your organization that manages the account relationship.
Type	Category of the contact; for example, if the contact is a decision maker. Click the field and select an item from the list.
Status	The status of the contact within your organization. Click the field and select an item from the list.
Purchase Likelihood Score	The calculated probability that a customer purchases a product within the next 30 days, indicated as a percentage.

Name

Contact's full name. Click edit

(Edit) to open the Edit Name dialog box.

Account

Account to which the contact is linked. Click the name to jump to the Account Detail view.

Title

Contact's title within the account's company. Click the drop-down arrow and select an item from the list.

Asst.

Specify the name of the contact's assistant.

Dear

The contact's name to be used in the salutation of a letter, fax, or email. Click in the field and type any changes.

By default, this is populated with the contact's first name. If the contact name is changed, the information will not update automatically.

Address

Address or location of the contact. May be different from the account address. Click edit

(Edit), to open the Edit Address dialog box.

To view a map of the address, click map_new (Map). If Contour integration is enabled and configured, a map opens using the Contour provider. If a provider is not configured, the address opens in MapQuest.

Work

Contact's work telephone number. Click in the field and specify the required changes.

Fax

Contact's fax telephone number. Click in the field and specify the required changes.

Mobile

Contact's mobile telephone number. Click in the field and specify the required changes.

Home

Contact's home telephone number. Click in the field and specify the required changes.

Other

Any other number the contact may give you. Click in the field and specify the required changes.

Preferred Contact

This is the preferred method of correspondence with the contact/account. Click the drop-down arrow and select Email, Phone, Fax, or Letter.

Email

Contact's email address. Click in the field and type any changes. To send an email message to the contact, click

(Email).

Web URL

Web address for the account. Click in the field, and specify the required changes.

To open the contact's Web site, click url (WWW).

Primary Contact for Acct

If selected, designates the contact as the primary contact for the account.

Authorized Service Contact

Contacts marked with Authorized Service Contact indicates that they are authorized to call in for support on an account.

Do not Solicit

If selected, designates the contact as Do not Solicit. Contacts marked as Do not Solicit are filtered out of the Mail Merge process and Marketing Campaigns.

Do not Email, Do not Call, Do not Mail, Do not Fax

If Do not Solicit is not selected for the contact, any combination of one or more of the remaining Do not fields can be selected.

Owner

Person or team within your organization that has access to the account.

Account Manager

Person or team within your organization that manages the account relationship.

Click (Find) to find the person or team within your organization that manages the account relationship.

Type

Category of the contact; for example, if the contact is a decision maker. Click the field and select an item from the list.

Status

The status of the contact within your organization. Click the field and select an item from the list.

Purchase Likelihood Score

The calculated probability that a customer purchases a product within the next 30 days, indicated as a percentage.