Contacts Overview

Contact records in SalesNOW represent individual relationships that you would like to track. Some of these Contacts may be associated with a Company, and others may not.

Contacts can be entered manually, as described in the next section Creating New Contacts, or your SalesNOW administrator can import Contacts directly into the system (see Importing Contacts/Companies).

The contact record stores a variety of information, each separated by sub-tabs. When you open a contact record, the General sub-tab opens by default. To move to a different sub-tab, click the Escape key. Notice that the General sub-tab will change in color from white to orange. To move to a different sub-tab, scroll left or right and click the trackball to enter into a different sub-tab section. The sub-tabs within the contact record are:

• General this is the contact's basic information such as their name, email address, company association (if there is one), job title, phone numbers and notes.
• Address this section stores the contact's work address and personal address. Note if a company association is added to the contact, the company address would automatically be added to the contact's Work Address.
• Leads this section stores any Leads which have been associated with this contact. A Lead represents a potential business opportunity with the contact. Once the lead has been qualified as an actual business opportunity, it can be converted into a Deal.
• Deals this section stores any Deals which have been associated with this contact. There could be several deals that we are working on simultaneously with the contact.
• Emails this section stores any emails that have either been sent to or received from a specific contact. Note that email attachments are not stored within SalesNOW.
• Calls this section stores any call records that have been associated with this contact. This includes both scheduled phone calls (calls that you've planned in the future, see Scheduling Calls) as well as call logs (records of calls that have taken place, see Creating Call Logs).
• Meetings this section stores any meeting records that have been associated with this contact. This includes both scheduled meetings (meetings that you've planned in the future, see Scheduling Meetings) as well as call logs (records of calls that have taken place, see Creating Meeting Logs).
• Tasks this section stores information about activities, such as to-do items and reminders, that have been associated with the contact.
• Custom this section stores information from any custom fields that may have been added to the contact record by your SalesNOW Administrator. Note the custom tab will not appear if there are no custom fields that have been added on the contact document.

This section describes how to work with your contacts in a number of ways:

• Creating New Contacts create a new contact record
• Copying Contacts copy a contact record to save time adding a new contact
• Calling Contacts call a contact directly from a contact record
• Emailing Contacts email a contact directly from a contact record
• Creating New Activities from a Contact create a new activity record from a contact
• Creating New Deals from a Contact create a new deal record from a contact
• Get Map for a Contact get a map for a contact's address

See Also:

Creating New Contacts

Copying Contacts

Calling Contacts

Emailing Contacts

Creating New Activities from a Contact

Creating New Deals from a Contact