Support Center

Adding contacts to a lead

Last Updated: Jan 14, 2014 05:28PM IST
Contacts form an integral part of communication required for any lead. Contacts can be added to your lead to identify the essential people associated with that lead.

To add contacts to a lead click on the lead in the pipeline. 

Select the option Contacts from the lead details page and enter the details of the contact which you want to add to the lead. If its an existing contact i.e. created previously either using the Contacts option or through another lead then the contact name will appear in the auto-complete. Selecting the contact name will fill in the remaining details automatically.

Click on Add Contact after all the details are filled in.
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