Address/Contact Info Subtask
Use this subtask to enter, edit, and view customer address and contact information.
For a prospective customer, all fields on this subtask are editable. For a customer, all fields are read-only.
For prospective customers, an error message displays if you attempt to delete an address line that is affiliated with a lead or contact record on the Manage Leads and Contacts screen.
Note: This subtask is available only on the General and Notes tabs.
Contents
Field | Description |
---|---|
Address Code | Enter a code that will be used to identify the prospective customer address. |
Address Line 1, Address Line 2, Address Line 3 | Enter the street address and any address information other than the city, state/province, country, or postal code. |
City | Enter the city. |
State/Province | Enter, or click to select, the state or province. |
Postal Code | Enter, or click to select, the postal code associated with the city, state/province, and country. |
Country | Enter, or click to select, the country code. |
Phone | Enter the primary phone number for the address entered. |
Fax | Enter the fax number for the address entered. |
Other Phone | Enter any other phone number necessary. |
Email Address | Enter the email address for the address entered. |
Subtask
Subtask | Description |
---|---|
Contacts | Click this link to open the Contacts subtask, where you can enter, edit, and view contacts specific to each of the customer's addresses. |
- Related Topics:
- Contacts Subtask
Use this subtask to enter, edit, and view contacts specific to each of the customer's addresses.