Home » Sales University » Desktop Sales Office v11 » Contacts

Editing A Contact

Submitted by Rod Kimmel on Fri, 12/03/2010 - 22:55

You add or edit a contact by:

  • Selecting the New or Change buttons in the Contacts area of the Contacts ribbon bar  
  • or..right clicking your mouse in the list area and selecting New or Change  
  • or..double clicking on a contact in the list  

CRM Editing - Contacts

Contact Form

The Contact form groups information about your Contact in 9 tabs. Each tab name and the data fields are controlled by the template you have selected. Some best practice tips:

  • You have an GREAT amount of control over the size and arrangement of these tabs and that control can increase your productivity and reduce fatigue. Review the section on Changing the form's layout carefully.
  • You can drag-and-drop information into any field from most Windows applications: word processors, web browsers, spread sheets and email.  

Fields

Most of the fields are self explanatory. Fields of special note or use are:

Field Type Description and Use
Rating Dial How valuable is this contact to me?
Progress Dial How far along am I in processing this contact? 0 - no progress, 100% is completed.
Keywords Check box list Template defined keywords - examples are Price, Cost of Ownership, Delivery, etc.
Properties Read-only information Displays information about the Contact.
Journals Text 3 Journals are used to hold your notes about your interactions with the contact. The timestamp button inserts date/time/editor information. Journal entries are automatically created when you send an email, print a document, or set an appointment or task.

Links

You can create links between the contact and other contacts, deals, web pages, documents, appointments, and tasks. Please see the section on links.

Save your pipeline frequently

It is always a good practice to frequently save the pipeline file after changes have been made. Any changes you may have made are not automatically saved to disk until you invoke Save or Save As.