Managing Contacts

Creating a Contact

1. Open the Contacts (CR302000) form.
   To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
2. On the form toolbar, click Add New Record, and on the Details tab, do the following:
   1. In the Contact section, type the contact's name in the First Name and Last Name boxes and specify other available details about the contact.
   2. In the Address section, in the Country box, select the country of the contact and specify other available details about the address.
3. On the CRM Info tab in the Contact Class box of the CRM section, select the class that will associate with the contact record.
4. On the form toolbar, click Save.

Converting a Lead to a Contact

1. Open the Leads (CR3010PL) form.
2. In the table, click the lead record for which you want to create a linked contact. The Leads (CR301000) form opens. Make sure, that the lead has the New, Open, Sales-Ready, or Sales-Accepted status.
3. On the More menu (under Record Creation), click Create Contact.
4. On the Create Contact dialog box, do the following:
   1. If needed, on the Main tab, specify missing values and adjust the default ones.
   2. Click Create.