: :  Contacts Module

The contact record sheet allows you to add or edit contacts you created following on customer or prospect appointments or via your employees.

Tabs and descriptions

Contacts Module
Tabs Description
General Allows you to enter the links between the contact and third-parties, as well as his contact details and position.
Personal details Information about the contact details: phone number, address, e-mail or role.
Follow-up Gives information about the contact follow-up.
Support alerts Gives information about the link between this contact and the support.
Hierarchy Gives information about the contact's role and hierarchy within the company.
Sales Advisers This page gives a list of all the sales advisers associated with the customer.
History Summary table giving the history of actions performed on the Contacts record sheet.
Additional Information Displays a contact's personalized information that you can configure from Tools > Setup > General.

 

See also...

Adding a Contact