Page 93 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

a. Address 1: 123 Plaza Way
b. City: Phoenix
c. Country: United States
d. State: Arizona
e. Website: www.abc-const.com
8. Select the following in the COMPANY FIRM ORG ASSOCIATIONS section
a. Offices: Phoenix
b. Practice Areas: Corporate
9. Select the OTHER INFORMATION section
a. Company Type: Client
10. Click Save
11. Review the generated Company record

Create a Contact record

1. Search for ABC Construction using the search field in the header bar.
2. Open the Company record
3. Select the Contacts tab along the top row
4. Verify if the contact already exists
5. Click the +Contact button in the upper-right of the Contacts section
6. Enter the following information for the required fields:
a. First Name: Matt
b. Last Name: Jones
7. Enter the following information:
a. OTHER BUSINESS INFORMATION > Email Address:
mjones@abcconstruction.com
b. OTHER INFORMATION > Contact Type: Decision Maker
8. Click Save Contact
9. Review the generated Contact record

Create a Lead record

1. Add a new Lead by clicking the Create New + icon in the upper-right
2. Select Lead
3. In the Name field, type “Grocery Store”
4. In the Potential Client field, type “ABC” to search for ABC Construction
5. Select ABC Construction
6. In the Contact First Name field, type “Matt”
7. In the Contact Last Name field, type “Johnson”
8. Click Save in the upper-right of the record
9. Review the generated Lead record

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