Create, edit and delete a contact

Create a new contact

1. Go to Sales & Marketing > Contacts.
2. Click New Contact.
3. Type in Last name and Select Account.
   • If the account is a new one, type in the name and click the link Create new account.
4. Add other necessary information.
   • Add contact to campaigns
   • By using the add icon next to LinkedIn field in the Social media category, a LinkedIn search with the contact name opens in a new window.
5. Click Save as new.

Note: The language of the contact is used for auto-reply messages from Requests. Phone, email address domain and other address fields are inherited from the account.

Edit a contact

1. Go to Sales & Marketing > Contacts.
2. Edit a contact either by:
   • Click on the contact name and in the summary page click Edit or
   • Click the pencil icon of the contact you want to edit.
3. After you have done the changes, click Save.

Delete a contact

1. Go to Sales & Marketing > Contacts.
2. Click on the checkbox of the contact you want to delete.
3. Click Delete.

Instead of deleting a contact, it can be also set as inactive to keep contact’s history and other information.

Note: Deleting requires separate access rights. You cannot delete a contact if it is connected to any projects, opportunities, actions or requests.