CRM Phase 2 - Flipbook - Page 14
Creating a new
contact
Refer to process 02.001.01 L1
Searching for CRM Records
Search for the relevant
Customer record and
click on the Contacts
icon from the toolbar
Complete contact
date and time
Note. All fields must be
completed
Complete all contact
detail including
description of contact
Does an action
button appear?
Yes
Refer to process 02.003.02 L1
Satisfying a Contact for more
information
No
Refer to process
02.003.03 L1
Using an Action
Button
Are extra Contact
notes required?
Yes
Refer to process
02.003.07 L1
Extra Contact
Notes
No
Complete follow
up executive, date
and time
The contact is now displayed
in the Contact history, use
the Legend to understand
the colour coding
Click on Save
Creating a Contact
02.003.01.L1 9304E
Page 14 of 205
