CRM Phase 2 - Flipbook - Page 54
Terminating a
Contact
Complete the contact as
described in process is
part of process
02.003.01 L1 Creating a
New Contact
Complete the required
contact
The time can be left at 0.00
and any follow-up executive
can be entered as this is not
used
Within Follow up
details remove the
date and press tab
Select the Group
code of XX for the
general group
Select the Contact
code of XXX for
contact
termination
Click on Save
Terminating a Contact
02.003.04 L1 9304E
Page 54 of 205
