CRM Phase 2 - Flipbook - Page 16
STEP 6
Are any additional contact notes required? Refer to process 02.003.07 L1 Extra
Contact Notes.
STEP
PROCESS
STEP 7
To complete the contact, click on Save.
STEP 8
The contact can now be viewed within the Summary tab within the customer record.
STEP 9
To help distinguish between the different types of follow-ups, click on the option for
Help from the toolbar and select legend, presented is the following screen:
Creating a Contact
02.003.01.L1 9304E
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