Contacts Overview

Contact records in SalesNOW store information about relationships that you have with individuals that you would like to track. Some of these Contacts may be associated with a Company, and others may not.

Contacts can be entered manually, as described in the next section Creating New Contacts, or you can import Contacts directly into the system (see Importing Contacts/Companies).

To display a contact record, tap the Contacts tab in the Tab bar at the bottom of the screen. This will display the Contacts list. Next, tap the record name to display a specific contact record.

Contact records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and then tap Save to save your changes.

Contact records also store Related Information, such as leads, deals, cases, emails, calls, meetings, tasks and custom information. To view or edit the record's Related Information, scroll to the bottom of the page of an open contact record and tap one of the related lists.

The type of information stored within the contact record are:

• General this is the contact's basic information such as their name, email address, home and work address, company association (if there is one), job title, phone numbers and notes
• Leads this section stores any Leads which have been associated with this contact. A Lead represents a potential business opportunity with the contact. Once the lead has been qualified as an actual business opportunity, it can be converted into a Deal.
• Deals this section stores any Deals which have been associated with this contact. There could be several deals that we are working on simultaneously with the contact.
• Emails this section stores any emails that have either been sent to or received from a specific contact. Note that email attachments are not stored within SalesNOW.
• Calls this section stores any call records that have been associated with this contact. This includes both scheduled phone calls (calls that you've planned in the future, see Scheduling Calls) as well as call logs (records of calls that have taken place, see Creating Call Logs).
• Meetings this section stores any meeting records that have been associated with this contact. This includes both scheduled meetings (meetings that you've planned in the future, see Scheduling Meetings) as well as call logs (records of calls that have taken place, see Creating Meeting Logs).
• Tasks this section stores information about activities, such as to-do items and reminders, that have been associated with this contact.
• Custom this section stores information from any custom fields that may have been added to the contact record by your SalesNOW Administrator. Note the custom tab will not appear if there are no custom fields that have been added on the contact document.

This section describes how to work with your contacts in a number of ways:

• Creating New Contacts create a new contact record
• Emailing Contacts email a contact directly from a contact record
• Creating New Activities from a Contact scheduling activities, such as meetings, calls and tasks that have been associated to the contact.
• Creating New Deals from a Contact create a new deal record from a contact
• Get Map for a Contact get a map for a contact's address

See Also:

Creating New Contacts

Emailing Contacts

Creating New Activities from a Contact

Creating New Deals from a Contact