What is a Contact?
A contact is a person that is associated with a particular account. This is the person that you would contact when dealing with the account.


Contacts Tab Page
The Contacts tab page is divided into two sections. Use the Featured Contacts section to display a summary of contacts based on search criteria found in the Show drop down box. The Manage Contacts section contains tools to help you create, update and manage your contacts.


Viewing Contacts
From the Show drop down box you can generate a summary of contacts based on search criteria found in the Show drop down box. Simply select one of the options from the drop down box and a summary of all contacts matching your selection will be displayed in a few seconds. You can also select a letter from the alphabet list located at the top and bottom of the summary. This will display a summary of contacts beginning with the selected letter.To view a listed contact in detail click the View link located to the left of each listed contact.

See Also: Sorting Reports and Views


Custom Contact Views
See: Creating Custom Views


Manage Contacts
The Manage Contacts section contains three subsections:
  • Generate Reports contains a variety of reports you can generate.
  • Quick Addition allows you to create a new contact.
  • Contact Tools contains a list of helpful tools.
See Also:
Generating Contact Reports
Creating a New Contact
Contact Tools


Managing Contacts


Creating a New Contact
There are two ways that you can add a new contact. Use Quick Addition if you want to quickly add a new contact without entering a lot of information. Further details can be filled in at a later time. Use Detailed Addition if you want to create a new contact with a detailed profile.

Quick Addition:
  • Choose the Contacts tab located at the top of the page.
  • Scroll down to the Quick Contact section.
  • Enter the information for the new contact in the fields provided. Fields highlighted in red and marked with an asterisk are required fields. The other fields may be left blank if you wish.
  • Click the Save Contact button.
Detailed Addition:
  • Choose the Contacts tab located at the top of the page.
  • Click the Add Contact button located to the right of the Featured Contacts section.
  • Fill in your contact information using the Contact Information, Additional Information, Address Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
  • Save your contact by clicking the Save or Save & New button.
See also:
Editing and Deleting a Contact
Saving Contacts


Saving a Contact
When you have created a new contact or have made changes to an existing contact you will be able to save the contact information using either of the following two methods:
i. Select the Save & New button to save your new contact. You will then be presented with a blank form on which you can create another new contact.

ii. Select the Save button to save your new contact. This will bring you to a summary page for your new contact. From this page you can Edit or Delete the contact.


Editing and Deleting a Contact
When the contacts are displayed on the Contacts tab page or in a search or generated report, click the View link to view the contact in detail. You can now Edit or Delete the contact.

Edit: Click the Edit button to change the information for the contact. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. To save your changes click the Save or Save & New button.

Delete: Click the Delete button. You will be prompted to verify that you want to delete the contact. Click OK to delete the contact. Click Cancel to cancel the deletion.

Clone: Click the Clone button to create a copy of the contact. You can now change or add information to the copy if you wish. Select the Save or Save & New button to save the cloned contact.

See Also: Saving a Contact


Contact Tools


Web Capture Tool
The web capture tool allows you to create an HTML form that can be filled out on your web site. When the user fills in and submits the form, a new contact is created in your salesboom.com organization containing the information entered by the user.

See: Web Capture Tool


Generating Contact Reports


Running Reports
The Generate Reports section contains a number of reports you can run. These reports have predefined search criteria. All you have to do is click a link to run the report. Other contact reports are listed on the Reports tab. Click the All Reports link in the Generate Reports section or click the Reports tab at the top of the page.


Adding a Note to a Contact
See: Notes


Adding a Task to a Contact
See: Tasks