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.

Videos: See videos below

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.

Videos

Title	Description
Hub Navigation Tips and Tricks	Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
Explicit Save in Hubs	Learn how to use the Explicit Save feature in list view and detail view in hubs and understand what happens if you receive error messages when you save your changes.
Use Hubs for CRM	Learn about the hubs used by CRM users and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.
Import Data for CRM	Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.
Lead Qualification	Learn how to search for, create, qualify, and disqualify leads.