Exercise - Configure address books

  • 16 minutes

Scenario

As an IT manager in USMF, you need to create an address book and describe the party records for each retail store location. You also need to create a new party and associate the party with an address book. Finally, you need to use this party to create a prospect.

You create a new record in the address book and add this information to a newly created prospect. This exercise demonstrates the relationship between people and organizations and how this set up takes place.

  1. Go to Organization administration > Global address book > Address books.
  2. Select New.
  3. In the Name field, enter Denver.
  4. In the Description field, enter Denver Store.
  5. Select Save.
  6. In the Available Teams list, find and select the Safety team.
  7. Select the right arrow to add the Selected Teams.
  8. Select Save.
  9. Go to Common > Common > Global address book.
  10. Select New.
  11. In the Type field, select Person.
  12. In the First name field, enter your first name.
  13. In the Last name field, enter your last name.
  14. In the Address books field, select Denver.
  15. Select Select
  16. Select Save.
  17. Under the Party tab in the New section, select Prospect to view the new prospect information.
  18. Close all pages.