Hubs: Create & Manage Contacts
- Jie Weng
1. Introduction
This page guides how to create and manage contacts on the Salesforce CRM Portal for Hubs.
2. Create & Manage Contacts
2.1. Contacts CRM Portal Page
| Page Options | Description/Function |
|---|---|---|
1 | Contacts List Views | Groups Contacts into helpful queues for easy review and access. Click the current queue to open the drop-down to select other available queues. Use the Pin icon to set a different queue as the default when accessing this page. |
2 | Search List Field | Filter the visible Contact list below based on the search parameters. |
3 | New Contacts Button | Opens a modal window to create a new contact. New contacts are automatically added to the current users' My Contacts queue. Please review the Create New Contact section below for more information. |
4 | Add to Campaign | Associates any number of contacts on the current list to an active campaign. Individual contacts on the contact list must be selected first using the checkbox to the left of any contact name. Review the Add to Campaign information in the Contact Record section below to learn how to assign contacts to campaigns. |
5 | Contacts List | A list of all Contacts in the currently selected queue. Access a specific Contact Record by clicking the name link in the Name Column. |
2.2. Create New Contact
Complete as many fields as possible when creating a New Contact noting that fields marked with a red asterisk are required and must be completed before the lead can be created. The following are the required fields:
First Name
Last Name
Email Address
Phone Number
Some fields have a small grey circular Information Icon. Hovering the cursor over this icon will display a tooltip with helpful information for that field.
Use the Search Address box to locate and populate the rest of the mailing address fields.
Click Save & New to save the Contact Record and generate a blank new contact form.
2.3. Contact Record
| Record Options | Description/Function |
|---|---|---|
1 | Follow Button | Reviewed on the Introduction Tab. |
2 | Edit Button | Places the entire Contact Record into edit mode. Be sure to Save when all changes have been made. |
3 | Clone Button | Can be used to create an exact duplicate of this record. This may be a useful tool when creating an additional contact with similar information, such as a shared address. |
4 | New Note | Notes are a useful way to add any additional context to a Contact record that may be helpful for you or other Hub members. Notes, once created, can be found in the Related tab on each Contact record. |
5 | Details Tab | Displays the Contact Record details that can be edited either through the pencil icon at the far right of any field in this tab or when using the Edit button in the controls at the top-right of this page. |
6
| Related Tab - Opportunities | Allows new opportunities to be created and automatically assigned to the current Contact Record. The process to create a new opportunity is outlined in the Create New Opportunity section in the Opportunities Tab to the left. Follow the instructions there to learn how to create an opportunity for a specific Contact Record. |
Related Tab - Campaign History | Displays any campaign(s) the Contact Record has been associated with. Provides the ability to add the lead to existing campaigns and, if the lead is assigned to an individual Hub member and not a Hub queue, can create a new campaign at the same time. The below video contains no sound. Though the below video was taken from the Add to Campaign option in the Lead Record, the process is the same as would be conducted in the Contact Record.  | |
Related Tab - Contact History | Displays the contact history for every logged call. | |
Related Tab - Notes & Attachments | Displays any attachments uploaded to the Lead Record. Provides the ability to upload additional files. Uploaded files must not contain any PPSI (Personal and Protected Sensitive Information) | |
Related Tab - Notes | Displays Notes created from the Notes button on the Details tab. | |
7 | Feed Tab | Provides the ability to add an update to the Contact Feed. Displays updated information to Users who Follow the Contact. |
8 | Quick Tools | It provides access to Log Calls, Create New Tasks, Create New Events, and Send Emails and links to any of these record types to the Contact Record. These functions are reviewed in the Introduction Tab. Upcoming or overdue Tasks will appear in this section as well. |
2.4. Create & Manage Contacts Training Video
