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Salesforce for Beginners - Second Edition
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Contacts are the people connected to Salesforce accounts. These can be customers, partners, vendors, or any other contacts related to the accounts you want to keep track of in your system.
You are a sales rep for XYZ Widgets. We created an account for GenePoint in the previous section. You now have to create a contact record for the person you will be directly interacting with from GenePoint.
In this section, we will focus on contacts as customers or potential customers. There are two ways of creating contacts:
We covered creating a contact by converting a lead in Chapter 3, Creating and Managing Leads. Let’s now see how to create a contact by navigating to an account and creating one. The following screenshot shows the main navigation page in your development org, which...
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