Contacts in Fingertip (U)

In Salesforce, the people who work at your accounts are called contacts.

For example you have two contacts at ACME Ltd, Leroy Plumley and Laura Brinker.

In Fingertip, you have a contact record for Leroy, listing his employer (account), email address, and phone number. You have a second contact record for Laura, listing her employer (account), email address, and phone number.

Both are listed in the same Account and can be found and contacted easily.

You can use contacts to store activity information and list contacts with Plans to get the bigger picture.

Contacts can be used to store information about the people you do business with. Fingertip provides a way to store contacts and the means to reach them.


Was this article helpful?
0 out of 0 found this helpful