Creating Contact Persons
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.
|Provide information about a contact person.||Create Contact Persons|
|Set up an alternate address for a contact.||Assign Alternative Addresses|
|Describe the business relationship of a company contact.||Set Up Job Responsibilities on Contacts|
|Describe the organisational level of your contacts.||Set Up Organizational Levels for Contact Persons|
|Assign mailing groups your contacts||Assigning Mailing Groups to a Contact|