CRM Phase 2 - Flipbook - Page 52
STEP
PROCESS
STEP 4
To track how many times a contact has been changed, click on the Additional
information tab within the contact. This will display the Original follow-up date and
time including the number of times the contact has been changed. These fields are
non-editable.
Changing Follow-up Details
02.003.05 L1 9304E
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