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Profile

Profile tab shows you entire information regarding the contact and account. You can edit this information as per your requirement as shown below:

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Figure: Profile

Specify required information in given fields to associate customer’s information with the new account being added. All marked (*) fields are mandatory such as:

E-mail: Specify e-mail address of the customer associated with the account/company.

Attach Department: Select the plus (+) sign to associate a department with the contact.

Fields that may confuse you:

Ø Last Call Date:

Ø Cell: Provide your cell number in the given field

Ø ICQ: It is also a unique ID like your MSN ID. Provide your ICQ ID in this field, if any

Specify required information in given fields to add new company/account in the system. All marked (*) fields are mandatory such as:

Domain: Specify domain name of the company e.g. advanced-crm.com etc. Selecting "Go" opens the website of this company and "Who is" displays brief information about the company.

Fields that may confuse you:

Ø Company: Specify the company name and select "Google". It displays the search results for this company.

Ø Other Contacts: This field displays other contact(s) of this company/account, if any.

Select Save Customer to save the specified information.

Related Links:
	Calls	Tasks	Tickets
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Followups	Comments	Chats	Sent E-mails