CRM Phase 2 - Flipbook - Page 15
STEP
PROCESS
STEP 1
Search for the required customer record, refer to process 02.001.01 L1 Searching for
CRM Records for more information.
STEP 2
Ensure that the customer record is in Edit mode.
STEP 3
Click on the Contacts icon from the toolbar.
STEP 4
All available fields must be completed. The process of recording a contact will
allow the documentation of the type of contact to be made and when the contact is to
be followed up.
The Contact date and Time including the Contact code allows for specific activity
analysis.
The Follow-up date and Time including the detail of the future type of contact allows
for accurate recording of follow-up information which will populate the electronic diary
held in My tasks.
Refer to the Autoline help files
STEP 5
for a detailed explanation of fields.
Does an Action button appear which relates to the contact being created? Refer to
process 02.003.03 L1 Using Action Buttons for information on how to use.
Creating a Contact
02.003.01.L1 9304E
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