Working with Business Contacts

One of the first tasks you will want to accomplish after installing Business Contact Manager is to add business contacts. It makes sense to add contacts before you add accounts because each account probably has at least one contact associated with it. If the contact has been created, you can simply assign it to an account when you create the account.

Note

Business Contact Manager can import data from several different sources. If you currently use another contact management application and want to move its data to Business Contact Manager, see the section "Importing and Exporting Information" later in this chapter for details.

Copying Existing Contacts

You can copy existing contacts from your Contacts folder (or other ...

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