Your company regularly meets prospective companies that usually develop into future business relationships. When a new contact is made, this information needs to be recorded so that communication can continue.
By assigning as much data as possible about a specific company ensures efficient communication. For example, assigning the relevant industry group, ensures that specific companies are included in any relevant communication.
You can also define the business relationship that you have with a contact. For example, a contact could be a prospect, bank, or contractor.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Set up a contact card for a new company. | |
Create a contact from an existing customer, vendor, or account. | How to: Create Contacts from Customers, Vendors, or Bank Accounts |
Set up an alternative address for a contact. | |
Describe the business relationship of a company contact. | |
Place a contact company in the appropriate industry group, for example, Retail. | |
Assign Web sources (search engines and Web sites) to your contacts to indicate where on the Internet you intend to search for information about the contacts. | |
Associate a photograph or logo with a contact company (must be in bitmap (.bmp) format). |