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. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
| Provide information about a contact person. | How to: Create Contact Person |
| Set up an alternative address for a contact. | How to: Assign Alternative Addresses |
| Describe the business relationship of a company contact. | Set Up Job Responsibilities on Contacts |
| Describe the organizational level of your contacts. | Set Up Organizational Levels for Contact Persons |
| Assign mailing groups your contacts. | Assign Mailing Groups to a Contact |
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