www.sharepoint-florida.comStep 1: Select the Contact page on the menu
www.sharepoint-florida.comStep 2: Click the plus icon to add a new contact
www.sharepoint-florida.comStep 3: Fill in all applicable information
Quick Tip: Type the
contact’s name to find
their Facebook profile
A. Contact Information
Add up to 5 addresses!
C. Link Accounts
• If the account is already in the CRM, simply type and select the account
name in the “Add Account” box.
+Click the plus sign to add the account.
+Once added, the account will be listed under “Account Name” and
the contact and account will be linked in the CRM.
• To delete an account, click the X icon.
• If the account is not in the CRM, leave this section blank.
+The account can be created and linked to the contact at a later time.
D. Important Details
Quick Tip: Connect with your clients and
make them feel special by using this
section to “remember” the information
that’s important to them!
www.sharepoint-florida.comStep 4: Save the contact
I. Save by selecting the save icon at the top of the profile
II. OR by simply clicking “Save” on the bottom of the profile
To edit contacts select the pencil icon
To delete contacts select the trash can icon
www.sharepoint-florida.comCongratulations you’ve created a contact!
You can now deliver superior customer service by referring to this profile for
all of your client’s important information. And not just for their addresses or
phone numbers! This profile also includes important details such as: