Adding a New Contact

You can add a new contact to your Contacts list. This will allow you to capture basic information about a person and store related information as you interact with them. You can also register this contact with your supplier.

1. Navigate to your Contacts page.
2. Click Add Contacts in the upper left of the screen to open a drop-down menu.

3. Click Add Contact.

   

4. In the New Contact form, fill in as many of the fields as possible.

   Email Address is mandatory and is used as the unique identifier for the contact. Note: role-based email addresses such as admin@, sales@, etc. should be avoided. A contact based on an address of this type will be ignored if included in a contact list. For more information, see What are role based email addresses and how does the system handle them?.

   Note

   It is not good practice to register your own email, or that of your colleagues, as a lead. Your supplier may have implemented a restriction that prevents you from doing this.

   If your portal account has custom contact fields configured, these will be displayed at the bottom of the form. For more information, see Contact Fields.

5. If required, set the Opt-In Authorization status for the contact. This setting may have been enabled by your administrator. For more information, see Manage Opt-In for Emails to Contacts.

6. Click Register as a lead with your supplier to share the contact information with your supplier.

   

7. Click Save.

   The contact is added to the Contacts list.