CRM Phase 2 - Flipbook - Page 67
STEP
PROCESS
STEP 1
Complete the contact as described in process 02.003.01 L1 Creating a New Contact.
STEP 2
At any point during the creation of the contact click on No notes.
STEP 3
Select either Contact notes or Follow-up notes.
Contact notes – relates to the contact that has happened
Follow-up notes – relates to the follow-up due
Extra Contact Notes
02.003.07 L1 9304E
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