Question 1

What is the purpose of the Add/Edit a Contact feature?

Accepted Answer

This feature allows UPM administrators to manage contact records linked to accounts within the platform. It provides a central place to store and update contact information for effective sales and marketing.

Question 2

Who uses this feature?

Accepted Answer

UPM administrators primarily use this feature to maintain accurate contact data. This supports partners' sales and marketing efforts by ensuring up-to-date information for outreach and deal progression.

Question 3

What kind of information can be managed for a contact?

Accepted Answer

You can manage personal details, contact methods, lead source, associated account, and address information. The form also supports capturing competitor details relevant to the contact or account.

Question 4

Are there any required fields when adding or editing a contact?

Accepted Answer

Yes, required fields include Email, First Name, Last Name, and Account Name. These must be provided to save a contact record.

Question 5

How does contact management support other modules?

Accepted Answer

Accurate contact data supports various workflows within the Sell module, such as lead submission and deal registration. This ensures all sales-related activities are linked to specific individuals.

Button	Description
Save	Saves the current contact information.
Cancel	Discards any changes and returns to the previous view.
Analyze Change	Initiates an analysis of changes made to the contact record.
Select	Opens a dialog to select an existing account to associate with the contact.
Clear	Removes the currently associated account from the contact.

Field	Description
Email *	The primary email address of the contact. This is a required field.
Title	The professional title of the contact.
First Name *	The first name of the contact. This is a required field.
Last Name *	The last name of the contact. This is a required field.
Phone - Main	The primary phone number for the contact.
Phone - Mobile	The mobile phone number for the contact.
Lead Source	The origin or channel through which the lead was acquired.
Contact Type	The classification of the contact's role or status.
Touch Phase	The current stage or frequency of interaction with the contact.
Account Name *	The name of the company or organization associated with this contact. This is a required field.
SFID	The Salesforce ID for the contact, if integrated.

Field	Description
Competitor Name	The name of a competitor relevant to this contact or their associated account.
Competitor Description	A description of the competitor's profile or activities.
Competitor Strength	A description of the competitor's strengths.
Competitor Weakness	A description of the competitor's weaknesses.

Field	Description
Address 1	The first line of the primary street address.
Address 2	The second line of the primary street address.
City	The city for the primary address.
Country	The country for the primary address, selected from a dropdown list.
State	The state or province for the primary address, selected from a dropdown list.
ZIP/Postal Code	The ZIP or postal code for the primary address.

Field	Description
Address 1	The first line of the alternate street address.
Address 2	The second line of the alternate street address.
City	The city for the alternate address.
Country	The country for the alternate address, selected from a dropdown list.
State	The state or province for the alternate address, selected from a dropdown list.
ZIP/Postal Code	The ZIP or postal code for the alternate address.

Add/Edit a Contact

Overview

Accessing and Editing Contacts

Contact Information Details