Account

In the standard application, the Accounts section is available on the Detail pages for contact records. You might need to add the section to your layout:

To link an existing account and track the role it plays in relation to the contact, click Add. On the Add Account page, select an account, select the role it plays for this contact, and click Save. If the account you want to add does not exist, you can add it by clicking New in the Lookup window. For field descriptions, see Account Fields.

If the account has more than one role, click Edit Roles in the appropriate row, select the roles, and save the record.

Account Partners

In the standard application, the Account Partners section appears on the Detail pages for account records. You might need to add the section to your layout:

To link an account and track it as your partner for this record, click Add. Then enter the required information in the Edit form, and save the record. For field descriptions, see Tracking Partners and Competitors of Accounts.

Account Relationships

See Tracking Relationships Between Accounts.

Account Team

See Sharing Records (Teams).

Campaigns

From contact records only:

To link a campaign, click Add, select the campaign, and save the record. For field descriptions, see Campaign Fields.

Competitors

In the standard application, the Competitors section appears on the Detail pages for account and opportunity records:

To link an account and track it as your competitor for this record, click Add. Then enter the required information in the Edit form, and save the record. For field descriptions, see Tracking Partners and Competitors of Accounts.

Contacts

In the standard application, the Contacts section is available for activity records (tasks and appointments). You might need to add it to your layout:

To link the Primary Contact, click Edit and link the contact. To link additional contacts to the activity, scroll down to the Contacts section, click Add, and link the contact records.

In the standard application, the Contacts section appears on the Detail pages for account records:

To link a new contact, click New, enter the required information in the Edit form, and save the record.

To link an existing contact, click Add. On the Contact List page, select a contact and click Save. If the contact you want to add does not exist, you can add it by clicking New in the Lookup window. For field descriptions, see Contact Fields.

In the standard application, the Contacts section appears on the Detail pages for opportunity records:

To link an existing contact to your opportunity record, click Add. In the Contact List form, select a contact, define the contact’s Buying Role, and click Save. If the contact you want to add does not exist, you can add it by clicking New in the Lookup window. For field descriptions, see Contact Fields.

You must select a Buying Role to clarify a contact’s responsibilities within a company, and the contact’s influence on purchasing decisions. The Buying Role is critical for Key Role Analysis and for understanding the selling political environment.

NOTE: You can link the same contact to several opportunities or several contacts to the same opportunity.

Contact Relationships

See Tracking Relationships Between Contacts.

Contact Team

From contact records only:

To allow the contact record to be visible to other employees, click Add Users. In the Contact Team Add User window, select the user’s name and the user’s access rights for the record (in the Contact Access field), and then save your changes. For more information on sharing records, see Sharing Records (Teams).

Leads

In the standard application, the Leads section appears on the Detail pages for campaign records:

To link a new lead, click New, enter the required information in the Lead Edit form, and save the record. For field descriptions, see Leads Fields.

Notes

In the standard application, the Notes section appears on the Detail pages for record types that support the notes feature:

To link a new note, click New, enter the required information in the record Note form, and save the record. For field descriptions, see Adding Notes.

Open Activities

In the standard application, the Open Activities section appears on the Detail pages for a number of record types:

To link a new appointment or task, click New Appt or New Task in the title bar. Then enter the required information in the Edit form and save the record. For field descriptions, see Activity Fields.

You can link several activities to your selected record. If an activity has a time associated with it, the activity appears in the Activities list and Calendar.

Users that can view the selected record can also see the activities linked to the record, including those activities owned by or assigned to others. For information about working with lists of activities, see Working with Activity Lists.

NOTE: Depending on the record type and on the Detail page layout that your company administrator assigns to your role for the record type, the open appointments and tasks that are linked to a record can be shown separately on the record Detail pages, in the Open Appointments related information section, and the Open Tasks related information section. Also, on some record types, an Activities related information section shows both open and completed activities.

Opportunities

To link a new opportunity, click New, enter the required information in the Opportunity Edit form, and save the record. For field descriptions, see Opportunity Fields.

NOTE: To link an opportunity to a lead, convert the lead that is associated with the campaign to an opportunity. For more information, see Converting Leads to Accounts, Contacts, Deal Registrations, or Opportunities.

Opportunity Partners

In the standard application, the Opportunity Partners section appears on the Detail pages for opportunity records:

To link an account and track it as your partner for this record, click Add. Then enter the required information in the Edit form, and save the record. For field descriptions, see Tracking Partners and Competitors of Opportunities.

Referral

See Adding Referrals.

Related Solutions

In the standard application, the Related Solutions section appears on the Detail pages for solution records:

To add a solution, click Add Solution and select an existing solution in the Lookup window. You can add as many solutions as you like. You may want to link solutions to each other if they share related information or are about a related topic. To create a new solution, click New, fill in the required information, and save the record.

NOTE: You can review linked service requests from the Solution Detail page, but you must link them from the Service Request Detail page.

Service Requests

In the standard application, the Service Requests section appears on the Detail pages for account and contact records:

To link a new service request, click New, enter the required information in the Service Request Edit form, and save the record. For field descriptions, see Service Request Fields.

Solutions

In the standard application, the Solutions section appears on the Detail pages for service request records:

To link a solution, click Add. In the Lookup window, you can click the Solution ID link to link an existing solution or click New to create a new solution. For field descriptions, see Solution Fields.

TIP: Before creating new solutions, check the Solution List page to make sure the solution is not waiting for your manager to publish it. The Lookup window shows only solutions marked Published with a status of Approved.

Team

The Team section does not appear by default on any record detail page in the standard application, but your company administrator can add the Team section to certain record types:

To allow this record to be visible to other employees, click Add Users. In the Team Add Users window, select the user's name.

NOTE: If the record owner is part of a Group, (defined by your company administrator), the group members automatically appear in the Team Related Information section.

For more information, see Sharing Records (Teams).

User

The User section does not appear by default on any record detail page in the standard application, but your company administrator can add the User section to certain record types:

To track another employee involved in a task, in the Users section of the Task Details page, click Add. In the Lookup window, select the user.

NOTE: Unlike the Team feature, if the record owner is part of a Group (defined by your company administrator), the group members do not automatically appear in the User Related Information section. The User list does not affect visibility to records; it is used strictly for tracking.