Advertiser Helper Contact Maintenance
An overview can be found in Contact Overview.
Contact maintenance has two screen fields as required entry: First Name and Last Name. The title of the screen will change depending on whether you are adding a new contact or channging an existing contact.
Contact Maintenance Procedure
- Enter the Contact's First Name - This is a required entry. All alpha-number characters are allowed.
- Enter the Contact's Last Name - This is a required entry. All alpha-number characters are allowed.
- Enter the Contact's Address - This is an optional entry. All alpha-number characters are allowed.
- Enter the Contact's City - This is an optional entry. All alpha-number characters are allowed.
- Enter the Contact's State/Region - This is an optional entry. All alpha-number characters are allowed.
- Enter the Contact's Postal Code - This is an optional entry. All alpha-number characters are allowed.
- Enter the Contact's Phone Number - This is an optional entry. All alpha-number characters are allowed.
- Enter the Contact's Email Address - This is an optional entry. All alpha-number characters are allowed.
- Enter any Notes - This is an optional entry. Any user notes can be entered here. All alpha-number characters are allowed.
- Click on the Accept button to save any changes. Click on the Cancel button to close without saving changes.
How to add an Advertising Contact activity
Right-click on the selected Leads node in the activities tree. Click on the Add Contact option. Follow the Contact Maintenance Procedure above.
How to change an Advertising Contact activity
Right-click on the Contact node in the activities tree which you want to change. Click on the Edit Contact option. Follow the Contact Maintenance Procedure above.
How to delete an Advertising Contact activity
Right-click on the Contact node in the activities tree which you want to remove. Click on the Delete Contact option. Click on the Ok button on the Confirmation screen.
Next Step: Advertiser Helper Location Maintenance