Steps to Add a Sales Contact<\/h2>\n\n- Click the\u00a0ADD<\/strong>\u00a0button.<\/li>\n
- Enter the relevant attributes for the creation of a Sales Contact:\n
\n- \n
\n- Name: Enter the name of the Sale Contact.<\/li>\n
- Card Owner: Select the card owner for the Sales Contact<\/li>\n
- Company: Enter the company name of the Sales Contact.<\/li>\n
- Designation: Enter the designation of the Sales Contact in the company.<\/li>\n
- Contact Type: Select the type of contact.<\/li>\n
- Priority: Set the priority of the Sales Contact.<\/li>\n
- Phone and Email: Enter the sales contact’s phone number and email address.<\/li>\n
- Next Interaction: Set the date of interaction with the Sales Contact.<\/li>\n
- Notes: Provide a brief description of the Sales Contact.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
- Fill in the other remaining attributes and click the\u00a0SAVE<\/strong>\u00a0button.<\/li>\n<\/ol>\n
To know how to quickly add Sales Contact from the left navigation pa![\"\"](\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/09\/Sales-Contact.jpg\")
<\/a>nel, click here<\/a>.<\/p>\nDefault Sections in Sales Contacts<\/h2>\n
The default sections appearing for a Feature are Details, Linked Cards, Comments & Attachments, and Activity Log.<\/p>\n
Once the Sales Contact is created, the following tab is visible:<\/p>\n
\n- Details<\/b>: The Details section displays, gathers, and tracks all information related to the Sales Contact.<\/li>\n
- Comments & Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0here<\/a>.<\/li>\n
- Linked Cards:<\/strong>\u00a0It helps you to set parent-child hierarchy and relationship between themes\/epics and workitems and trace them while working with them. For more information, click\u00a0here<\/a>.<\/li>\n
- System Fields:<\/strong>\u00a0All the system-generated fields or un-editable fields are listed in the System Fields segment. To know more, click\u00a0here<\/a>.<\/li>\n
- Activity Log<\/b>: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences in two versions of a workitem. For more information, click\u00a0here<\/a>.<\/li>\n<\/ul>\n
Common Operations to Manage Sales Contact<\/h2>\n\n- Edit<\/a><\/li>\n
- Import<\/a><\/li>\n
- Export<\/a><\/li>\n
- Multiline Add Item<\/a><\/li>\n
- Delete<\/a><\/li>\n
- Multi Sort<\/a><\/li>\n
- Column Settings<\/a><\/li>\n
- Print<\/a><\/li>\n
- Copy<\/a><\/li>\n<\/ul>\n\n
\n- Was this helpful?<\/span><\/li>\n
- Yes<\/a> No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11948"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=11948"}],"version-history":[{"count":25,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11948\/revisions"}],"predecessor-version":[{"id":14404,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11948\/revisions\/14404"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=11948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- \n
- \n
- Name: Enter the name of the Sale Contact.<\/li>\n
- Card Owner: Select the card owner for the Sales Contact<\/li>\n
- Company: Enter the company name of the Sales Contact.<\/li>\n
- Designation: Enter the designation of the Sales Contact in the company.<\/li>\n
- Contact Type: Select the type of contact.<\/li>\n
- Priority: Set the priority of the Sales Contact.<\/li>\n
- Phone and Email: Enter the sales contact’s phone number and email address.<\/li>\n
- Next Interaction: Set the date of interaction with the Sales Contact.<\/li>\n
- Notes: Provide a brief description of the Sales Contact.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
- Fill in the other remaining attributes and click the\u00a0SAVE<\/strong>\u00a0button.<\/li>\n<\/ol>\n
To know how to quickly add Sales Contact from the left navigation pa
<\/a>nel, click here<\/a>.<\/p>\nDefault Sections in Sales Contacts<\/h2>\n
The default sections appearing for a Feature are Details, Linked Cards, Comments & Attachments, and Activity Log.<\/p>\n
Once the Sales Contact is created, the following tab is visible:<\/p>\n
- \n
- Details<\/b>: The Details section displays, gathers, and tracks all information related to the Sales Contact.<\/li>\n
- Comments & Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0here<\/a>.<\/li>\n
- Linked Cards:<\/strong>\u00a0It helps you to set parent-child hierarchy and relationship between themes\/epics and workitems and trace them while working with them. For more information, click\u00a0here<\/a>.<\/li>\n
- System Fields:<\/strong>\u00a0All the system-generated fields or un-editable fields are listed in the System Fields segment. To know more, click\u00a0here<\/a>.<\/li>\n
- Activity Log<\/b>: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences in two versions of a workitem. For more information, click\u00a0here<\/a>.<\/li>\n<\/ul>\n
Common Operations to Manage Sales Contact<\/h2>\n
- \n
- Edit<\/a><\/li>\n
- Import<\/a><\/li>\n
- Export<\/a><\/li>\n
- Multiline Add Item<\/a><\/li>\n
- Delete<\/a><\/li>\n
- Multi Sort<\/a><\/li>\n
- Column Settings<\/a><\/li>\n
- Print<\/a><\/li>\n
- Copy<\/a><\/li>\n<\/ul>\n
\n- \n
- Was this helpful?<\/span><\/li>\n
- Yes<\/a> No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11948"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=11948"}],"version-history":[{"count":25,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11948\/revisions"}],"predecessor-version":[{"id":14404,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/11948\/revisions\/14404"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=11948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Import<\/a><\/li>\n
- Comments & Attachments:\u00a0<\/b>The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click\u00a0here<\/a>.<\/li>\n
- Details<\/b>: The Details section displays, gathers, and tracks all information related to the Sales Contact.<\/li>\n