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Adding Contacts in Sales Handheld

Use the My Contacts or Personal Contacts views to enter information about your contacts. Contacts entered using the Personal Contacts view are not shared with team members.

To add a contact

1. Navigate to the Contacts screen.
2. From the Show drop-down list, select My Contacts, or Personal Contacts.
   • My Contacts: Use this list for contacts that you might or might not share with the rest of your organization.
   • Personal Contacts: Use this list for contacts that are not shared with the rest of your organization.
3. Tap the New Record button, then fill the Last Name and First Name fields.
4. From the Show drop-down list, choose More Info, and then complete additional fields, as needed.

   The following table describes some fields in the Contact form.

   Fields	Comments
   Job Title	A text field that displays the Contact's professional title.
   Account	Displays the primary account with which the contact is associated. A contact may be associated with more than one account, but may be the primary contact on only one account at a time. To associate the Contact with an Account, navigate to the Contacts > Accounts view (if configured).
   Work Phone Number	A text field that displays the contact's work telephone number.
   Site	A default value that populates automatically based on the location of the primary account.