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14.16 Adding a Contact to a Lead

Apr/1/2007


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Within Tradepoint multiple contacts can be added to a Lead. After you have opened Leads click on the Personnel icon towards the left side of the toolbar.

You will see a main screen open with menu options at the bottom of that screen. In there are no existing Contacts then click the New Employee icon  at the bottom of the screen. When there are no existing Employees it will be the only live icon in the menu.

The next screen that will open is the details screen for this contact. Simply fill in additional relevant information. The main contact information from the company will automatically pre-populate and you will be able to add additional information such as secondary email addresses and mobile phone numbers. Below is an example of the screen to add a New Employee.

Your changes will be saved automatically. Just click the Close icon and you will find the new Employee listed in the Personnel section with the main contact information visible the next time you open the Personnel section of that contact.

When a personnel contact is highlighted the icons at the bottom of the screen will become live giving you the options of the different functionality in relation to the highlighted contact.


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