A Contact record represents an individual person who works at an organisation or client (represented by an Account record) and interacts with St John in some way.

In our Salesforce we have a rule that there is only one Contact record for each person, so don't go making duplicate records for everyone you meet!

A Contact record contains information relevant to understanding and communicating with an individual, there are some critical details for Restockists to know like:
Name, Email and Phone Number.

A Contact may also be related to some other kinds of records inside of Salesforce.
For example they might be the primary contact on a Service, or they might be the contact for a Customer Site (Restocking Address).

Contact records can be created by looking at an Account record you can go to the 'Details' sub-tab, look at the 'Contacts' related list and select 'New'. This is the easiest way to create a Contact record as it will automatically link the Contact with the Account.

Alternatively, you may create a Contact by navigating to the 'Contacts' tab at the top of the page and selecting 'New'.

On the 'New Contact' screen you will be given the option of a few different record types. For Restocking Contacts you will typically select the 'Corporate' record type.

On the next screen will be a form with a large number of fields. Fill out any fields required (marked by a red asterix (*)). Be sure to include critical details such as the Account the Contact belongs to, their email address and any phone numbers you have.

Once you have filled in the information you can select 'Save' to create the Contact record.