Contacts

Contacts Summary
Create a dedicate space for each client, supplier, colleague, partner, etc. Fill the info you think its relevant and if you like, relate the new contact with existing accounts, opportunities or needs. Access all your contact's details easily, edit in just a few seconds and add notes with two clicks.

• How do I create a Contact?
Click the New Contact button from the menu on the top of the page, next to the Business Manager logo. Enter the known details about that contact in the specific fields available. You may associate the new contact with previously created accounts, opportunities or needs in the "Parent Type" section, at the bottom of the "New Contact" page.

• How can I quickly create a Contact?
Go to your Contacts page clicking the Contacts button on your Business Manger toolbar. On the right, you will find a Create quick contact area where you can create the contacts you want with minimum details in about five seconds. If you want to create a more detailed contact, follow the create a full contact link or click the new contact button next to the Business Manager logo and enter the data you have about your contact in the specific fields available. All contacts can be edited and have further details aggregated at any given time.