This article outlines a series of steps to do the following:
- Create a new Contact
- Go to the Ecosystem module and click on the Relationship to create a Contact from the Sales menu.
- Click on the Sales tab within the selected Relationship on the left sub-navigation.
- Click on the Add contact(s) tab on the top right corner of the screen and click on Add Contact.
- Add the contact details.
a. Enter name/Designation/Title
b. Select the Account
c. E-mail address/Contact number
a. Select the Campaign(s) attended.
b. Select Contact source
c. Contact rating
d. Product interest/Description
Note: Please note the mandatory fields required denoted by *
Additional details (if any).
- Click on Save.
Once you Save you will see the Contacts basic details, the Opportunities associated with the contact, the Campaigns attended, Additional details and Other details as shown in the screenshot below.