Work with Contacts

Access Contacts

Contacts are a part of every record within SalesTrack. They can be a primary contact or just contacts for an account. You can access a contact from the top navigation tile.

Create a Contact

There are a few ways to create a contact within SalesTrack.

Add Contacts from the Contacts page

1. On the top navigation bar click Sales and select the Contacts tile. A list of all contacts appears.
2. On the top command bar click +. The New Contact page appears.
3. In the Contact Information section complete the Full Name (First, Middle and Last Name, Job Title, Account Name, Email, Mobile Phone, Business Phone, Fax, Preferred Method of Contact and Address.
4. In the Personal section add the Title, Nickname, Suffix, Middle Name, Prior Name, Gender, Marital Status, Tax Number, Home Phone, Spouse/Partner Name, Birthday and Anniversary.
5. Add any Personal Notes.
6. In the Marketing section, add the Originating Lead, Last Campaign Date (If applicable) and Marketing Materials preference.
7. The Recent Opportunity section lists any open opportunity. Click + to add a new opportunity.
8. In the Connections section add any connections with this contact. Remember to select the Relationship to Account.

Create Contact from the +Quick Create

1. On the top navigation bar click + Create and then select the Contacts tile. The contacts page appears.
2. In the Details section enter the First Name, Last Name, and select if Dependent.
3. Choose the Relationship to Account.
4. Enter the Job Title.
5. Enter the Account Name.
6. In the Contact section enter the Email, Mobile Phone, Business Phone and Description.
7. In the Address Section enter Street 1, Street 2, City and ZIP/Postal Code.
8. Click Save.

• From any Contact Look up field within an Account, Lead or Opportunity - In the Contacts section click on the + and then complete the fields.

If this is a new Account, Lead or Opportunity you must first save the record before you can add the contact.

Edit a Contact

1. On the top navigation bar click Sales and select the Contacts tile. A list of all contacts appears.
2. Select the Contact you want to edit, and on the top command bar click Edit.
3. Or, double-click on the Contact Name, the contact information page appears.
4. Make your edits and click Save on the bottom right of the page.

Activate a Contact

1. On the top navigation bar click Sales and select the Contacts tile. A list of all contacts appears.
2. Select the Contact you want to activate, and on the top command bar click Activate, and then confirm the activation.

Deactivate a Contact

1. On the top navigation bar click Sales and select the Contacts tile. A list of all contacts appears.
2. Select the Contact you want to deactivate, and on the top command bar click Deactivate, and then confirm the deactivation.