Contacts are all of the individuals associated with your business accounts that you need to track in ADvendio.com.
Under the contacts tab, you can quickly create, locate, sort and filter contacts. In addition, this tab lets you view and edit detailed information on each contact to which you have access. The contacts list page displays a list of contacts in your current view. From this page, you can view detailed contact information and access other related information.
To show a filtered list of items, you can select a predefined list from the View drop-down list, or click “Create New View” to define your own custom view, you can also edit or delete any view you created at any time. You can store various information for a contact, such as phone numbers, addresses, titles, and roles in a deal.
Contacts that are not linked to an account are always private. Only the owner of the contact and administrators can view it. Sharing rules and workflow rules do not apply to private contacts. Private contacts always belong to the global division of your company.
You can easily sync contacts between Outlook and ADvendio. When you sync contacts, Salesforce CRM for Outlook checks to see whether a contact with the same email address exists. If a matching email exists, the two contacts are synced. If it doesn’t exist, Salesforce CRM for Outlook checks to see whether a contact with the same first name, last name, and company name exists. If it doesn’t exist, a new contact is created and the two are synced.
A contact has the following fields:
|Contact Owner||Assigned owner of the contact|
|Name||The name of the contact as displayed on the contact edit page|
|Account Name||Name of account this contact is linked to|
|Title||Person’s position within his or her organization|
|Birthdate||Birthday. You can enter a date or choose a date from the calendar that displays when you put your cursor in the field|
|Reports To||Name of contact’s manager. You can enter an existing contact name or select the contact using the lookup icon|
|Description||Description of contact|
|Function||Division to which the contact belongs|
|Mailing Address||The address of the contact|
|Created By||User who created the contact including creation date and time|
|Phone||Contact’s primary phone number|
|Home Phone||Person’s home phone number|
|Mobile||Cellular or mobile phone number|
|Other Phone||Additional phone number listing|
|Fax||Contact’s fax number|
|Assistant||Name of assistant|
|Asst. Phone||Assistant’s phone number|
|Other Street||Additional address|