CRM Phase 2 - Flipbook - Page 47
STEP
PROCESS
STEP 8
The new contact created is now displayed within the Summary of the customer record;
note that the previously contact is un highlighted denoting a satisfied contact.
STEP 9
To 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 B.L1 9304E
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