One of the most important things you need to know about a company is who works there and how to reach them. In Venturelytic, the people who work at your accounts are called contacts.

Add a New Contact

Let’s say you want to add a contact person to an account. 

  1. On the Contacts tab, click New (1). Or click on New Contact (2) from the dropdown menu. 

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Alternatively, you have the option to add a contact from an account page (under the Related tab).

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Additional Resources:


Salesforce Trailhead “Accounts and Contacts”