CRM Phase 2 - Flipbook - Page 44
Creating an
Additional Contact
(Chain linking)
Select the
required
Customer record
Refer to process 02.001.01 L1
Searching for CRM Records
Click on Edit
Does this new contact
relate to a previous
outstanding contact?
Yes
No
Select the
appropriate
contact with the
Summary tab
Click on the
Contacts icon from
the toolbar
Click on the
Follow-up Icon
from the toolbar
Complete the contact as
described in process is
part of process
02.003.01 L1 Creating a
New Contact
The previous contact is
automatically satisfied
(Toggled)
Complete the contact as
described in process is
part of process
02.003.01 L1 Creating a
New Contact
Are there any
previous contacts to
satisfy?
The new contact is now displayed within
the Summary tab and the previous
contact is no longer highlighted
denoting that it has been satisfied, refer
to the Help and Legend for a key to
different types of follow-ups
Click on save
Yes
No
Highlight the
related previous
contact (Toggle)
Complete the
remainder of the
the contact
Creating an Additional Contact Code
02.003.02 B.L1 9304E
Page 44 of 205
