marketing-create-contact-persons.md

title	description	documentationcenter	author	ms.prod	ms.topic	ms.devlang	ms.tgt_pltfrm	ms.workload	ms.search.keywords	ms.date	ms.author	ms.translationtype	ms.sourcegitcommit	ms.openlocfilehash	ms.contentlocale	ms.lasthandoff
Create Contact Persons	Outlines the tasks to create a contact card for a person, for example, a prospect or supplier, helping to define the relationship and tailor communication.		jswymer	dynamics-nav-2018	article	na	na	na	relationship, prospect	06/06/2017	jswymer	HT	4fefaef7380ac10836fcac404eea006f55d8556f	34dc16ae3c6f9f6b11abca2480c7bcae9a0a3cab	en-gb	10/16/2017

Creating Contact Persons

You create a contact by setting up a contact card for the person. You can create contact persons from existing contact companies, or you can create independent contact persons.

For example, after meeting with a prospective company, you meet the purchaser. You can create a contact card for this person so communication can be more tailored.

You may also need some publications about your products translated and after some research decide on a freelance translator. You should record this contact as an independent contact person.

By recording as many details as possible about a contact person ensures that all groups at your company can find the relevant information.

The following table describes a sequence of tasks, with links to the topics that describe them.

To	See
Provide information about a contact person.	How to: Create Contact Persons
Set up an alternate address for a contact.	How to: Assign Alternative Addresses
Describe the business relationship of a company contact.	How to: Set Up Job Responsibilities on Contacts
Describe the organisational level of your contacts.	How to: Set Up Organizational Levels for Contact Persons
Assign mailing groups your contacts	Assigning Mailing Groups to a Contact

See Also

Creating Contact Companies
Creating and Managing Contacts
Working with Dynamics NAV