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
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...