How to View Contacts

Go to contacts tab. You will see a dropdown list for pre-defined views and customized views of contacts. If the view of contacts desired is not included in the dropdown list, you can create one.

How to Add Contact View

Click on Create View Create View Name (e.g. Buyer - A) and select available columns you want to include in the view

Add criteria and hit “Save” (Note: You can specify multiple criteria to accommodate your search criteria) How to Create Group (Contact Type)

 Go to Setup on the upper right of screen

 Go to Customization and select “Fields” On Modules List, select “Contacts”

Look for “Group” and click on Edit When you are in this screen, scroll down to bottom and click Add New Values button.

On the “Add New Values” box add all the Contact Types (Groups) you wanted to add. One line per contact type. Click Save when done. How to Add Contact Type (Group) to an existing contact

Open contact record. On Group (right side portion), click “Edit”. IMPORTANT: Make sure that you hold Ctrl Key on your keyboard when you click for new contact type (group), otherwise all old groups will be lost and what remains is the new one.

How to Mass Update

On selected contacts view, select the records you want to mass update, click on “More Actions” button and select “Mass Update” Select field to Update, select “Group”

Select new Contact Type / “Group”, then Save. IMPORTANT: Mass update overwrites all existing contact types. How to Save Notes for a Contact Record

Open contact record and scroll down to bottom on notes section. How to Input Next Call Date

Below the notes section, you will find “Open Activities” section. To add Next Call Date, click on “New Task”, on Subject select “Call”, enter “Due Date”, Priority, etc.