CRM Phase 2 - Flipbook - Page 45
STEP
PROCESS
STEP 1
Select the required customer, refer to process 02.001.01 L1 Searching for CRM
Records.
STEP 2
Click on Edit from the toolbar.
STEP 3
Click on the Create new contact
STEP 4
icon from the toolbar.
Complete all fields within the contact, detailing the contact and follow-up information.
Refer to process 02.003.01 L1 Creating a New Contact for more information.
Creating an Additional Contact Code
02.003.02 B.L1 9304E
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