| To complete this procedure; you must have the Insert permission for Address Book entries. |
When you add entries for Companies and Individuals; you must specify all details on the entry. You can add Companies and Individuals as regular entries or as sales leads.
- Open the Address Book.
- Select +New entry and choose between New Company or New Individual.
The following Details pane will open with blank fields for your new entry.
Mandatory fields that must be completed when creating a new entry are highlighted in red.
- Enter the basic information for the Company or Individual including name; address; phone number; and email address.
- From the Key Fields for drop-down list; select a Key Fields list; and enter values for the fields in the list.
3. Click Save to save the entry to the Address Book.
After the entry is saved; you can select the User-Defined Fields following pane to fill in more information about the entry.