CRM Phase 2 - Flipbook - Page 51
STEP
PROCESS
STEP 1
Select an existing contact from within the Summary tab of the customer record.
STEP 2
Providing the access is allowed the follow-up details are made editable.
The Executive may be changed to another user in the same 8Team9.
The Date for the follow-up including the time may also be changed.
STEP 3
Once the changes have been made, click on Resave.
Changing Follow-up Details
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