Contacts

Use contacts to store information about the people you do business with. Contacts are usually associated with an account/lead, but can also be associated with other records such as opportunities, SRs or activities.

• Create Contacts
  A Contact will be created for each person associated with an account/lead. The contact may have opportunities, activities, notes etc. linked to it.

• Manage Contacts
  Understand the basics of contact records, including creating and merging duplicates.
  
  
• Manage Contact – View Contacts
  In the View Contact screen, we have the top first section as a Action bar.

• Merge Duplicate Contacts
  Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them.

• Contacts to Multiple Accounts
  People often work with more than one company. A business owner might own more than one companies, or a consultant might work on behalf of multiple organizations. Relate a single contact to multiple accounts so you can easily track the relationships between people and businesses without creating duplicate records.