Contacts Hub
The Contacts hub provides quick access to key information for your contacts at your clients, vendors, prospective clients, and government agencies. In this hub you enter and maintain contact names, addresses, phone numbers, related firms and activities, as well as details about future in pursuit projects.
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The Contacts hub includes the Contacts form, a Summary pane, and a set of tabs that provide an overview and additional fields of information where you can add or review more specific details about the currently selected contact. Your system administrator may add custom tabs to supplement these.
Contact tabs may include:
Tab | Purpose |
---|---|
Overview | Review and edit key data, such as the contact description and other addresses. |
Activities | Review activities that have occurred or that are scheduled for the contact. You can also add new activities. |
Associations | Create and maintain lists of the projects and other contacts that are associated with the contact. |
Marketing Campaigns | Create and maintain lists of the marketing events or activities that are designed to reach prospective and existing clients to generate new business and improve future marketing success. These campaigns may be related to specific contacts. |
Our Team | Create and maintain a list of the employees who are associated with the contact and describe their relationships to that contact. |
Files & Links | Upload, view, and store documents that are related to the current contact record. You can also add links to external text files, graphics files, or email messages. Note that this tab name changes from Files & Links to the Links tab when FileStream (a Microsoft SQL Server feature) is not in use. |
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- How to...
You can create new contact records and edit existing ones, as well as qualify contacts, add touchpoints, and import contact records from comma-separated values (.csv) files. - Fields and Options
To create and edit contacts, you work with the fields and options on the tabs, forms, and dialog boxes in the Contacts hub. If custom fields display on a tab, be sure to complete any that are marked as required. - Learn More About
Review background information on working in the Contacts hub, including details about contacts and leads, and importing records from comma-separated values (.csv) files.
Parent Topic: Hubs