Creating a contact

In this section, we will focus on contacts as customers or potential customers. There are two ways of creating contacts:

  • By converting a lead
  • By navigating to a specific account and creating a contact related to that account

We covered creating contact by converting a lead in Chapter 3, Creating and Managing Leads. Let's now see how to create a contact by navigating to an account and creating a contact related to that account. The following screenshot shows the main navigation page in your development org, which is where we will start:

Let's now look at how we create a contact from the Accounts tab:

  1. First, click on the ...

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