Salesforce.com For Dummies®

Chapter 6. Developing Contacts

In This Chapter

• Understanding the contact record

• Creating contacts

• Importing multiple contacts and accounts

• Cloning contacts

• Viewing contact related lists

• Building organizational charts

• Resolving duplicate contacts

If you've been selling for more than a few years, you've probably got a big golden Rolodex overflowing with business contacts. And if you're just starting out, you probably wish you had one. But how much do you know about those contacts? Where do you keep track of the personal and business information that you've collected throughout the years?

Salesforce enables you to plan, manage, and capture all the important interactions that you normally have with your prospects and customers. Just imagine the value that keeping this shared information in one place will have for you and your teams.

By using the Contacts section in Salesforce, you can effectively keep all of your most important contacts together in one place, easily link them with the accounts they work for, gain insight into the relationships between contacts, and capture the critical personal drivers of each contact that is so key to your selling success.

In this chapter, we discuss how to use Salesforce for your contact management needs. You also find out how to build your contact database by adding information directly or by importing your existing files. Later in the chapter, we describe how to organize your contacts lists so that you can quickly find the people you want to talk to. We also ...