Adding a new Contact

To add a new contact:

  1. Click Contacts in the navigation pane. The Contacts list page is displayed.
  2. Select Contact from the Add New menu. The Add New window is displayed.
  3. Specify this information:
    First Name
    The first name of the contact.
    Last Name
    The last name of the contact.
    Email
    The email address of the contact. This email address is considered as the primary email address until another email address is set as the primary.
    Phone Number
    The phone number of the contact.
    Type
    The type of contact. Possible values:
    • Consultant
    • Decision Maker
    • Other
    • Team Member
    • Technical
    • User
    Account
    The account linked to the contact. The selected account name is defaulted in this field, if the account is added from the Account details page.
    Account Manager
    The person or team within the organization that manages the account relationship.
    Owner
    The person or team in the organization that has access to the account. The authorization provided to a person or team is determined by the account owner and this value cannot be modified.
  4. Click Submit.
    A message is displayed at the top on the right side of the page with a link to view the new record.
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