Setting up a New Contact
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Please, before setting up a new lead or a new contact, it is recommended for you to (first) review the "Setting up a New Partner" section first, if the person’s company or university has not (yet) been entered there. That way, we can be certain to name things consistently. The name of the partner will even automatically populate for contacts (although not for leads). |
Information about the fields for a contact:
| Contact Field | What This Field Does |
|---|---|
Name, which includes: Salutation, First Name, Middle Name, Last Name, Suffix |
The person’s name |
Title |
The person’s title at their job |
The person’s work email address |
|
Personal Email |
The person’s third-party email address |
Mailing Address |
The person’s mailing address |
Phone |
The person’s telephone number |
Personal LinkedIn |
The person’s LinkedIn page |
Personal Website |
The person’s individual webpage |
Birthdate |
The person’s birthdate |
Asst. Phone |
The phone number of the person’s assistant |
Home Phone |
The person’s home phone number |
Other Address |
An alternative address for the person |
Other Phone |
An alternative phone number for the person |
Account Name |
The partner company’s name (or university’s name) |
Department |
The department where the person works |
Reports To |
The name of the person’s supervisor |
Assistant |
The name of the person’s assistant |
Contact Owner |
Data Mine team member who is the person’s primary point of contact |
Lead Source |
The way that The Data Mine first met the person |
Do Not Call |
Indicates that this person should not be called at the present time |
Email Opt Out |
Indicates that this person should not be emailed at the present time |
Description |
Provides additional information about the person |
Note: We did not (yet) include the "Last stay-in-touch request date" or the "Last stay-in-touch save date" (Data Mine users might not be able to edit these anyway)