Creating New Contacts

To create a new contact record, follow these steps:

1. In the main tab menu highlight the Contacts tab and click the trackball

2. Click the menu button and select New Contact

3. Enter the contact's information. Scroll the trackball to the next field that you would like to complete (See Creating Records)

4. To associate the contact to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate, or

2. Add a new company by clicking the green plus sign and entering the company information, pressing the escape key and clicking Save

5. Enter any custom information related to the contact. (Note: the custom fields will not appear if there are no custom fields that have been added on the contact document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)

6. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

1. Save to save this new contact record

2. Discard to not save this new contact record

3. Cancel to continue working on this new contact record

Note: When a contact is associated to a company record, the company address and phone numbers will automatically be entered onto the contact record.

See Also:

Creating Records

Creating Contacts from BlackBerry Addresses

Importing Contacts/Companies

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records