Contacts

This section displays information related to the contact person associated with the member lead. You can view the details such as the name, role, and email address of the contact person.

You can use this section to:
  • Add a contact person, using the Add Contact option.
    Note: If you require to assign a role to a contact person, you must select a role in the Contact Role field and click Add Contact.
  • Change the role of the contact person, using the Change Role option.
    Note: You can assign the role of a primary contact to other contact person in the list.
  • Delete the contact person, using the Delete option.