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.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
- Related Topics:
- Add a Contact
When you create a contact record, you are automatically added as a team member for that contact. You must subsequently use the Team tab to describe your relationship to the contact. - Add a Contact Address
You can add two addresses for a contact: a business (firm) address and one other address. - Qualifying Contacts
If you use the CRM Plus module and you enable the Lead Qualification feature, you can manage the entry and qualification of your contacts during the sales process in the Contacts hub. - Activate a Contact
A contact must be active before you can select it for use. Active contacts are those that are currently being pursued. If you attempt to select an inactive or dormant contact, you are prompted to change its status to active before proceeding. - Work with Contact Information in PIM
If your enterprise has Deltek Project Information Management (PIM) and has set up the Vantagepoint integration with PIM to include the Contacts hub, you can work with PIM contact information from within Vantagepoint.
Parent Topic: Contacts Hub