Contacts
To store details of a contact's business card, enter information such as the contact's primary address, phone numbers, fax number, and email address. Optionally, from the Lead Source drop-down list, specify how the contact was created, such as a trade show or a cold call. You can add additional comments in the Description field.
Create Note. Click this link, located below the Description field, to add a note. Enter the subject and the note in the fields that display below.
Select Account field. To associate the contact information with an existing account, enter the account name or click Select to choose from the accounts list.
New Account. Select this box to create a new account and associate it with the contact.
New Opportunity. Select this box to create a new opportunity and associate it with the contact.
New Appointment. Select this box to create a new appointment and associate it with the contact.
Click Save to create the business card.