You create a contact by setting up a contact card for the person. You can create contact persons from existing contact companies, or you can create independent contact persons.
For example, after meeting with a prospective company, you meet the purchaser. You can create a contact card for this person so communication can be more tailored.
You may also need some publications about your products translated and after some research decide on a freelance translator. You should record this contact as an independent contact person.
By recording as many details as possible about a contact person ensures that all groups at your company can find the relevant information.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Provide information about a contact person. | |
Specify details about a contact name. | |
Associate job responsibilities to contact information, for example, marketing or service. | |
Specify what position a contact has within a company, for example, manager or salaried employee. |