Contact Management

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.


Contact Management - Contacts


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.


Contact Management - Contact Details


A contact can be attributed to your accounts (advertisers, agencies etc.)…


Contact Managment - Account Details


… and your media campaigns.


Contact Management - Media Campaign


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
E-Mail E-Mail address
Assistant Name of assistant
Asst. Phone Assistant’s phone number
Other Street Additional address



This video shows you how to create a contact.

28 Oct 2010