Accessing Your Contacts Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Contacts’.
Adding Businesses to Your Contacts
Follow these simple steps to add a new business to your contact list:
1. Access the 'Businesses' Tab:
Inside the Contacts app, select the 'Businesses' tab. This separate table allows for organized tracking of your business contacts.
2. Initiate New Business Creation:
Click on the '+ New Business' button located at the top right corner of the page. This will prompt a 'Create Business' menu to appear on the right side of your screen.
Note: To successfully create a business contact record, you need to provide the Business Name. This is a mandatory field.
3. Enter Required Information:
Start by inputting the business's name. As you begin this process, additional optional fields will become available. These include Email Address, Phone Number, Website, Industry, Street Address, City, State, etc., Number of Employees, Annual Revenue, and Social Business Page Links. A general description field is also available where you can add any notes about this business.
4. Submit Information:
Once you've filled in the necessary information, click 'Submit' to finalize the process. If you wish to add another business contact, click 'Create and Add Another'.
After you've added one or more business contacts, you'll be returned to the 'Businesses' tab where your new contacts will be displayed at the top of the table.
Expanding Contact Information
Additional contact details can be added by editing the contact record within the Contacts application. This feature lets you associate tasks and projects with the contact, enabling a comprehensive overview in one place.
For more details on expanding your contact records, visit this link.