CRM Phase 2 - Flipbook - Page 189
Creating a Contact
Type Group Code
From the CRM
menu select
Miscellaneous
Options
Select Contact
type groups
Click on Column
Click on Create
Enter an Alpha numerical
code followed by the
Type, Description and
any Department
A contact code will now need
creating and assigning to this
group, refer to process
02.012.04 L1 Creating a
Contact Type Code
To view the completed code
amongst the list, select Grid
Click Save
Creating a Contact Type Group Code
02.012.03.L1 9304E
Page 189 of 205
