Sales Management Prospects Prospect Contacts

Entering Prospect Contacts

Once a new Prospect has been saved, the Contacts form will be available for data entry.  For detailed information about the Contacts data entry fields and options, refer to the topic Contacts Form Definitions.

1.  Once a Prospect record is open, press the Contacts button from the Prospect toolbar.

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2.  The Contacts form will be displayed.  Press the New button located at the bottom of the form to begin entering a new Contact.

3.  Enter information and/or make selections from drop-down lists according to your company policy and procedures.  When finished, press the Save button located at the bottom of the form.  The Contact saved will be added to the Contact List.

To enter additional Contact Names, repeat steps 2 and 3 until all Contacts have been entered.

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