Add a Contact Address
You can add two addresses for a contact: a business (firm) address and one other address.
After you add a business address for a contact, if you qualify the contact and create a new firm, the contact's business address automatically becomes the primary address for the new firm.
To add a
contact address:
- In the Navigation pane, go to the Hubs section and select Contacts.
-
If you are adding a new
contact record, enter the address information in the
Firm Address and
Other Address fields.
The ability to enter a
firm address depends on the following:
- If the contact is qualified, you must select an existing address at the firm (rather than adding it by typing in the contact form). If the contact's qualification status is New Lead, then you would just enter the address without selecting one from an associated firm.
- If you do not own CRM Plus or if the lead qualification process is not enabled, you must always select a firm address from the firm rather than entering the firm address on the contact (because the contact is qualified in these scenarios).
- If you are adding or editing an existing contact's address information, open the contact record for which you want to add an address.
-
Complete one of the following:
-
On the Overview tab, use the Actions bar and click Edit to display the Edit form. Record the location information in the Firm Address and Other Address fields.
- Click
next to the
Firm Address or
Other Address fields to open the
Firm Address or Other Address dialog box. You can add as many locations as you need for the record.
-
- If you later need to remove an address, hover over the address to display X to the right of the first address line, and click X.
-
Click
Save.