CRM Phase 2 - Flipbook - Page 26
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 an Additional Contact Code
02.003.02.A L1 9304E
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