Example: Search for and Select a Contact Record

In the Contacts hub, you could find and select a contact from among those considered active leads.

A lead is a contact or contact that you plan to cultivate to help your firm find new opportunities and, ultimately, new projects.

To find and select a contact record:

1. In the Navigation pane, go to the Hubs section and select Contacts.
2. To refine the list of contacts, click the search filter and then select Active Leads. Active contacts with a qualified status of lead, and which your security role may access, display in the drop-down list.
3. Optional. To refine the list further, type one or more characters in the search field and pause to allow time for the results set to refresh.
4. Select the contact.
5. To see the contents of another record in the search results set, use the paging arrows beside the search field.

On the Summary pane, you review or edit key contact data. On the tabs, you review and edit details about the contact's associations, touchpoints, files, marketing campaigns, and employees who are associated with the contact.