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Create Contacts

How to add Contacts to customer Accounts in Field Sales Tracker.

In This Article

Introduction

A Contact is an employee of a customer company. All Contacts in Field Sales Tracker must belong to a parent customer Account. To add Contacts, you must first Create an Account.

Create a Contact (Web)

  1. Log in to Field Sales Tracker and select Accounts from the left navigation menu. Click on an Account to open its details page.
  2. Select the Contacts tab, then click the plus icon in the top-right corner of the screen to open the Create Contact window.
  3. Fill out the information for your Contact, then click the Save button to create the Contact record and add it to the customer Account.
  4. You will be redirected to the Contacts screen. To edit an existing Contact record, click the pencil icon .

Create a Contact (Mobile)

  1. Open the Field Sales Tracker mobile application and navigate to Home → List (left). Locate the Account to which you’d like to add a Contact and tap it to open its details.

    Select the Contacts tab at the top of the screen (right), then tap Add new contact.
  2. Fill out the information for your new Contact. You can also tap the scan icon in the top-right corner of the screen to scan a business card and load the included information automatically.

    Once you are finished, tap Save to create the Contact.