Creating a New Contact
Based on user roles, the administrator has assigned Read and Create permissions on the Contact object. For more information, see Roles and Permission Groups .
- Click the App Launcher icon (
).
- Select Contacts from Shared Apps.
- On the My Contacts tab, click New Contact.Tip: A contract administrator can use the Edit Page button in the page header to customize the page layout of the Contact Details page in CX Studio. This allows them to add or remove standard and custom fields. For more information about editing page layouts, see Configuring a Page Layout.
- Enter the following fields in the Contact Information section.
Field
Description
Salutation
(Required) Select the salutation or title from the drop-down menu
First Name
(Required) Enter the first name
Last Name
(Required) Enter the last name
Account Name
(Required) Enter the account name
Email
(Required) Enter the email address
Phone
Enter the phone number
Title
Enter the title
- Enter the following fields in the Additional Information section.
Field
Description
Description
Enter the description
Fax
Enter the fax number
Department
Enter the department name the contact person belongs to
Home Phone
Enter the home phone number
Lead Source
Select the source of lead from the drop-down menu
- Enter the following fields in the Address Information section.
Field
Description
Mailing Address
Enter the contact's mailing address
Mailing Street
Enter the contact's mailing street name
Mailing City
Enter the contact's mailing city
Mailing Province/State
Enter the contact's mailing province or state
Mailing Postal Code
Enter the contact's mailing postal code
Mailing Country
Enter the contact's mailing country
Other Address
Enter the contact's alternate address
Other Street
Enter the contact's alternate street name
Other City
Enter the contact's alternate city
Other State
Enter the contact's alternate province or state
Other Postal Code
Enter the contact's alternate postal code
Other Country
Enter the contact's alternate country
- Click Save.A new contact is created.
