Contacts overview

Contacts refer to individuals at a business that you or your salespeople might need to contact. These are used to help your salespeople keep track of these individuals or groups, as well as to add an address to a campaign.

Creating contacts

Editing contacts

Deleting contacts

Creating contacts

A contact can be managed in either Partner Center or Sales & Success Center.

In Partner Center

1. From Partner Center > Businesses > Accounts, click on the business you wish to create a contact on.
2. Find the Contacts section and click Add Contact.
   
3. Enter any relevant information for the contact.
   
4. Click Submit.

In Sales & Success Center

1. From Sales & Success Center > Accounts, click on the business you wish to create a contact on.
2. Click + icon in the top-right of the Contacts box.
   
3. Enter any relevant information for the contact.
   
4. Click Add.

Please note that contacts are also created automatically when using the Add Prospect option and entering an email address into the creation form.

Editing contacts

Similar to creating, contacts can also be edited from both Partner Center and Sales & Success Center.

From Partner Center

1. From Partner Center > Businesses > Accounts, click on the business you wish to edit a contact on.
2. Click on the name of the contact.
   
3. Update any relevant information, then click Submit.

From Sales & Success Center

1. From Sales & Success Center > Accounts, click on the business you wish to edit a contact on.
2. Click on the contact you wish to edit.
   
3. Click Edit Contact.
   
4. Update any relevant information, then click Update.

Deleting contacts

Contacts can be deleted via either Partner Center or Sales & Success Center.

From Partner Center

1. From Partner Center > Businesses > Accounts, click on the business you wish to delete a contact on.
2. Click  next to the contact you wish to delete.
   
3. Click Remove Contact.
4. On the confirmation box, click Remove.

From Sales & Success Center

1. From Sales & Success Center > Accounts, click on the business you wish to delete a contact on.
2. Click on the contact you wish to delete.
   
3. Click Delete Contact.
   
4. On the confirmation box, click Yes, delete it!.