CRM Phase 2 - Flipbook - Page 50
Changing Followup Details
Once a contact has
been created display it
from contact history
This is dependant upon a
User Access Controls to
allow this
Change the follow-up
executive, date and time
as required
Click on Resave
To view how many times a
contact has been changed
and resaved view the
Additional information tab
within the contact
Changing Follow-up Details
02.003.05 L1 9304E
Page 50 of 205
