Add Contact to Sales Studio

Use these instructions to add the contact/supplier contact record to the My Contacts folders used in the Sales Studio.

1. Select Add to Sales Studio from the Contact's (or Supplier Contact's) Activities drop-list. You can also run this from a Lead, Client or Prospect record and all associated contacts will be added to Sales Studios.
2. The Add Contact(s) to Sales Studio workflow will open in a new window.

3. Select the preferred folder and OK the workflow to complete.

   

   In the case of Leads, Clients and Prospects, the Contact field shown above will read Company instead.

4. A confirmation message will display to confirm the contact is now listed under that My Contacts folder in the adapt.studio’s Sales Studio widget.