Create Contacts

Created by Nora Neidhart, Modified on Fri, 23 Feb at 7:07 AM by Nora Neidhart

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. There are two ways to create a contact:

    - Via the contacts tab

    - Via the account


Create a contact via the Contacts tab


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


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2. Fill in the datapoints configured to the contact and click Save


Create a contact via the account


1. Navigate to the account to which you would like to add a contact.


2. Go to the Contacts related list, click on the dropdown menu and click New.



3. Fill in the datapoints configured to the contact and click Save.







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Additional Resources:

 

Salesforce Trailhead “Accounts and Contacts”  

https://trailhead.salesforce.com/content/learn/modules/accounts_contacts_lightning_experience/accounts-and-contacts-lightning





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