There are many ways contacts are saved to your contact manager. When a prospect submits any of the lead capture forms from your website, their contact information is automatically saved in your contact manager. You can also manually add contacts to your contacts list.
Go to My Contacts Section.
Click Add Contact from the left navigation panel.
The Add Contact screen appears. Here, you have to provide general information, phone contacts and custom fields information, if any.
For PowerBroker accounts you can also assign contacts to any agents in your roster (must be logged in as account owner). Select the agent from the drop down list box. If you want to send an Email notification to the agent regarding the inclusion of the contact, select the checkbox 'send update notification email'.
General Information section:
Enter the Name in the Name field.
Enter the Address details in the Address field.
Enter the City in the City field.
Select the State from the drop down.
Enter the Postal/Zip Code in the Postal/Zip Code field.
Enter the Email in the Email field.
Enter the Alternate Email in the Alternate Email field.
Select the Send Promotions radio button if you want this contact to receive your email promotions.
Select the Preferred method of contact from the drop down.
Select the Contact Group from the list.
Phone Section: Enter relevant information in the text boxes.
Custom fields: Provide custom fields information. This part of the form is configured in the Custom fields section.
Click Save and Continue. The record is saved in the system and is displayed in the Contact list page.
