Create and manage contacts

A contact is a person you deal with, usually at one of your accounts. Contacts can be added as meeting attendees and linked to support cases.

Create a contact

1. Open Contacts in the sidebar and click Create Contact. You can also use Add Contact under Quick Actions on the Dashboard.
2. Enter First Name, Last Name, and Email. All three are required, and the email must be valid.
3. Optionally add Phone, Title, Account, LinkedIn URL, and Twitter URL.
4. Click Create Contact. You are taken to the new contact's page.

Find a contact

Use Search Contacts at the top of the Contacts page. Search matches first name, last name, or email and ignores upper and lower case.

The contact page

• Email, Phone, and Account cards — click the email to write to the contact, the phone number to call, or the account to open it.
• Social Profiles — LinkedIn and Twitter buttons, shown when those URLs are set. They open in a new tab.
• Meeting History — every meeting the contact attended, with date, time, and duration. Click a meeting to open it.

Edit or delete a contact

Open the contact and click Edit to change their details, then Save Changes. Click Delete, then Delete Contact, to remove them.