Contacts Subtask
Use this subtask to enter, edit, and view contacts specific to each of the customer's addresses.
You can add new contacts for prospective and regular customers. For a prospective customer, all fields on this subtask are editable. For regular customers, you can add new contacts but you cannot update or delete existing or newly added/saved contacts.
Note: For prospective customers, an error message displays if you attempt to delete a contact line that is affiliated with a lead or contact record on the Manage Leads and Contacts screen.
Click New to begin adding contacts.
Contents
| Field | Description |
|---|---|
| Contact ID | Enter a code that identifies the contact's information. |
| First Name | Enter the first name of the contact. |
| Last Name | Enter the last name of the contact. |
| Title | Enter the title of the contact. |
| Phone Number | Enter the primary phone number for the contact. |
| Fax Number | Enter the fax number for the contact. |
| Other Number | Enter any other phone number you need for the contact. |
| Email Address | Enter the email address for the contact. |
| Comments | Enter any comments that you want to record for the contact. |