Setup Contacts
When creating contacts, you can enter specific information, such as the industry that the contact companies belong to and your business relationship with the contacts.
Before you create contacts and record details about your business relationships, you must set up the different codes that you will use to assign this information to your contact companies and people. Codes can be set up for mailing groups, industry groups, business relationships, Web sources, organizational levels and job responsibilities.
By having this information set up, creating contacts is much more organized and being able to find all contacts based on a certain group will be more efficient. Every group at your company will be able to find th is information making communication with the contacts more successful.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Set up the business relationship that you have with your contacts, for example, prospect, bank, consultant, and service supplier. |
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Set up the industry to which your contacts belong, for example, the retail industry and the automobile industry. |
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Set up the mailing groups that you can use to identify groups of contacts that you want to receive the same information. |
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Assign mailing groups to your contacts. |
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Set up the job responsibilities of your contact persons. |
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Set up the organizational levels that you want to use about your contact persons. |
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Set up Web sources (search engines and Web sites) that you can use when you look up information about your contacts on the Internet. |
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Assign one or more date ranges to each alternative address that you have entered for your contacts, to specify when each address is valid. |