CRM Phase 2 - Flipbook - Page 31
STEP
PROCESS
STEP 1
Complete the contact as described in process 02.003.01 L1 Creating a New Contact.
STEP 2
At the point of entering the Contact code the appropriate Action button appears, click
to select.
e.g.
There are various available action buttons:
1, Send SMS
2, Send E-mail
3, Print Letter
4, Open Demo Booking
5, Open Wip
For information on how to set up an action button refer to process 02.012.04 L1
Creating a Contact Code
.
STEP 3
At the bottom of the contact screen select the action tab:
Complete the screen as required and select the action button. In this example, where
sending an SMS text message, complete the message section and click on Send.
Using an Action Button
02.003.03 L1 9304E
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