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 a blue title bar, including:

General Information 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.
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 bar will not appear if there are no custom fields that have been added on the contact document.
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.
Secondary Owners this section stores the names of any secondary owners of this contact. A secondary owner is another SalesNOW user within your team that has also been given access to view and edit the contact record.
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 is a list of any calls that have been associated to the contact.
Meetings this is a list of any meetings that have been associated to the contact.
Tasks this is a list of any tasks that have been associated to the contact.

Note: To display information contained below a specific blue title bar such as deals click show at the top right of the title bar. Similarly, to hide information contained below a specific blue title bar, click hide at the top right of the bar.

Contacts Overview

See Also: