CRM Phase 2 - Flipbook - Page 58
Closing a contact
Click on the required
unsatisfied contact
Click on Close Contact
Enter the reason for
closing the contact
The outstanding contact will
now show as completed,
refer to the help, legend for
more information
Closing a Contact
Click on Close
02.003.13 L1 9304E
If deleting the customer record,
repeat the process until all
contacts have been closed.
Refer to process 02.007.02 L1
Deleting Customer Records
Page 58 of 205
