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How do I add a new contact referred by the interview contact?

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If an interview contact is not qualified but refers you to a new contact, then you can terminate the existing contact and add the referred contact from Conclude Interview.

  1. Select Research.
  2. Select Interview.

  1. Highlight the appropriate opportunity.
  2. Select Conclude Interview.

  1. Select Terminate contact.

  1. Select Contact was not qualified and referred new contact.

  1. Enter the First and Last Name of the new contact.

  1. Enter any Additional information.
  2. Click Save.

  1. Once it is saved, the new contact has been added and you will be redirected to the Edit Opportunity page.
  2. If you want to add additional contact details for the new contact, you can edit them from this page.

 

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