Adding Contacts to the Organization

The following procedure describes how to add a contact from the Organization record. For details about adding a Primary Contact, see Adding and editing Organizations. To access Contacts, you must have at least View rights to the CRM security entity. 

To add a contact:

1. Open the Organization record.
2. In the Action Center, expand Contacts, and click Add.

3. Complete the form fields:

Organization	Required. If you are adding a contact from an Organization record, this field is auto-filled with the Organization name.
First, Last, Middle	Required. Provide first and last names. Middle is optional.
Job Title	Required. Provide job title.
Related User	If this contact has a User Profile, select their username from the list. Note: You can only link to an external user record for security reasons. If you select an internal user or attempt to change the Primary Email address of a contact linked to an internal user before this restriction was in place, the following hard error message displays: "Related User cannot be set to an internal user. For further assistance contact your Global Admin." Once you select a valid external user record, the following confirmation message displays: "Editing this field will synchronize data, including email address, between contact and user record. This could cause ClientSpace emails to be sent to incorrect email addresses. Are you sure you wish to continue?" Click Yes if you want to continue or click No to abort the action.
Category	Select a category that best fits the contact's role in the onboarding process: Payroll, Decision Maker, Operations, Other, Personal.
Assigned To	This is the salesperson who is responsible for onboarding the prospective client.
Business Phone	Contact's business phone number. To add a phone extension, type the full number with the extension: 11122233331234. It renders as (111) 222-3333 x:1234.
Primary Email	Contact's business email address.
Mobile	Contact's mobile phone number.
Prefix	Contact's prefix such as Mr, Mrs, Ms, Dr.
Suffix	Contact's suffix such as Jr.
Fax	Contact's FAX number.
Secondary Email	Contact's secondary email (if applicable).
Pager	Contact's pager number (if applicable).
Birthday	Contact's birthday.
Nickname	Contact's nickname (if applicable).
Import ID	Import ID is auto-filled if the Contact record was imported from another source such as Salesforce.
Notes	Notes are auto-filled if the data was imported from another source.
Sync with Organization Address	Select this option to auto-fill the address of the contact from the Organization record. Default is enabled (selected).
Address 1, Address 2	Auto filled if you select Sync with Organization Address.
Postal Code, City, County, Country	Auto filled if you select Sync with Organization Address.
Active	Default is Active (selected). To inactivate this contact, clear the option. When you attempt to inactivate a Primary Contact, a warning message displays, asking if you want to proceed.

4. Click Save when complete.

What's next?

Now that you have a contact set up, you can begin to record sales activities to help you track communication with the prospective client. See Activities.

To watch the video about Contacts, see Learning how: Contact Overview.