Adding an interest code for a contact

  1. Open a contact record.
  2. Select Interest Code.
  3. Click Add.
  4. Select an interest code. You can select an interest code using any of these options:

    • Search for an interest code. Search by specifying key words in the Search field and click Search. If matching interest codes are found, the interest codes are displayed below the search box.

    • Browse for an interest code by expanding the interest groups.
  5. Select the interest code.
  6. Click OK.