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Contacts File
How to get to this screen: Click on Contact Management; then Contacts File.
This screen is used to manage sales contacts.
This screen is used to manage sales contacts.
- Enter the contact's Phone # or use the look up button to search for an existing contact.
- Fill in all relevant information for this contact. When the Email Sales Person box is checked, the Sales Person selected on this form will be emailed this contact with notes once the Save button is clicked. (The Sales Person is set up in the Commissions/Productivity module)
- The Lead Source is a tool for categorizing how the contact found you. Enter the Lead Source code or use the look up button to search.
- If a Recontact Date is entered, this contact will appear on the Re-Contact Report for that date.
- Enter any comments in the text box under the Notes tab. Click Save when complete.
cassyjb |
Latest page update: made by cassyjb
, Oct 2 2008, 12:47 PM EDT
(about this update
About This Update
Edited by cassyjb
2 words added 1 image added 1 image deleted view changes - complete history) |
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Keyword tags:
contacts file
notes
prospects
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