CRM Phase 2 - Flipbook - Page 55
STEP
PROCESS
STEP 1
Complete the contact as described in process 02.003.01 L1 Creating a New Contact
expect for the Follow-up details section. N.B if there are any previous contacts to be
satisfied refer to process 02.003.02 L1 Satisfying a Contact for additional help.
STEP 2
Within Follow-up details select the Follow-up date. When the date is highlighted in
blue press the backspace key to delete the system generated date so that the date
remains blank, press the tab key.
STEP 3
Enter XX within the Group field, followed by XXX for Contact termination within the
Code field.
STEP 4
Click on Save.
Terminating a Contact
02.003.04 L1 9304E
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