Contacts Tab Marketing>Firms

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Overview

The Contacts Tab associates a Firm with a particular Contact.

 


 

Field Descriptions

Below are field descriptions for the Contacts Tab.

** Indicates a required field when adding to the list

Create Contact - Brings up the Contact Detail page that allows you to create a New Contact.
** Contact - Name of the Contact associated with the Firm.
** Relationship - The contact’s relationship with the Firm. A User Defined Field. The Relationship list is managed under Administration>List Management>Firm Contact Types