CRM Phase 2 - Flipbook - Page 30
Using an Action
Button
Complete the contact as
described in process is
part of process
02.003.01 L1 Creating a
New Contact
The action button may have
different functions:
1, Send SMS
2, Send E-mail
3, Print Letter
4, Open Demo Booking
5, Open Wip
At the point of entering
in the contact code an
Action button is
displayed
Click on the Action
button
Select the
required action tab
at the bottom of
the screen
e.g. if SMS or E-mail is
displayed, type in the
required text and click Send
Complete action
Using an Action Button
02.003.03 L1 9304E
Page 30 of 205
