How to Create a Contact

A contact is a person within a reseller or advertiser organization who serves as a point of contact. A primary contact is a person within an advertiser’s organization who serves as the point of contact for that advertiser. A sales contact is a person within a reseller’s organization who serves as the point of contact for an advertiser. When you create a sales contact, the person is available for selection when you add or edit an advertiser’s record.

What you should know:

• The exact information you can add, edit, and view depends on the permission level you have in Geneva.

Procedure:

1. Access your reseller account. The Reseller Maintenance page opens with the Reseller tab active.

2. Click the Contacts tab. The Contacts tab opens with a list of all contacts that have been created. You can filter the list if necessary to display only a subset of the list.

3. Click Add. The Contacts tab refreshes with a form to create the new contact.

4. Select the organization to which the contact belongs. By default, the organization is your reseller organization. To change the organization:

   1. Click the search icon next to the Organization box. The Search Organizations dialog box opens.

   2. Provide as much of the organization’s name needed to help search for it, and then click Search. The dialog box refreshes to show organizations that meet your search criteria. Your reseller organization is the organization with the reseller link and no advertiser name. If the organization you want does not appear in the list, you can enter different criteria and try your search again.

   3. Click the link for the organization to select it.

5. Select a contact type in the Contact Type box:

   • General contact: Select this contact type if the person is a miscellaneous contact.

   • Sales contact: Select this contact type if the person is a sales contact within your reseller organization. When you select this contact type, the person will be searchable as a sales contact on the Contacts tab when you add or edit an advertiser’s record. This contact type is available only when the organization selected for the contact is your reseller organization.

   • Primary contact: Select this contact type if the person is a primary contact within an advertiser’s organization.

   • Provide the following information:

   • Code: If you want to assign an identification code to the contact, type it in the Code box.

   • Contact information: Provide as much contact information as you have for the contact. First name and last name is required. Also, if the person is a primary contact, their e-mail address is required.

   • Active: Select the Active check box when you are ready for this contact to be available on the Advertiser Contact tab. Clear this check box if you are not yet ready to use this contact.

6. Click OK.

7. Click Save.