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Contact Maintenance

An overview can be found in Contact Overview.

Advertising Contact Maintenance

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 changing an existing contact.

Contact Maintenance Procedure

  1. Enter the Commpany Name - Either this or both the Frist/Last Names are a required entry. All alpha-number characters are allowed.
  2. Enter the Contact's First Name - Either this or the Company Name is a required entry. All alpha-number characters are allowed.
  3. Enter the Contact's Last Name - Either this or the Company Name is a required entry. All alpha-number characters are allowed.
  4. Enter the Contact's Address 1 - This is an optional entry. All alpha-number characters are allowed.
  5. Enter the Contact's Address 2 - This is an optional entry. All alpha-number characters are allowed.
  6. Enter the Contact's City - This is an optional entry. All alpha-number characters are allowed.
  7. Enter the Contact's State/Region - This is an optional entry. All alpha-number characters are allowed.
  8. Enter the Contact's Country - This is an optional entry. All alpha-number characters are allowed.
  9. Enter the Contact's Postal Cd - This is an optional entry. All alpha-number characters are allowed.
  10. Enter the Contact's Phone Number - This is an optional entry. All alpha-number characters are allowed.
  11. Enter the Contact's Website - This is an optional entry. All alpha-number characters are allowed.
  12. Enter the Contact's Email Address - This is an optional entry. All alpha-number characters are allowed.
  13. Enter any Notes - This is an optional entry. Any user notes can be entered here. All alpha-number characters are allowed.
  14. Enter any Website Notes - This is an optional entry. Any notes that should appear on the Contact's website "Contact Page" can be entered here. All alpha-number characters are allowed.
  15. 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.

Add New Advertising Contact

 

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.

Change Advertising Contact

 

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.

Delete Advertising Contact

 

Delete Advertising Contact Confirmation

 

Next Step: Advertiser Helper Location Maintenance

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