Adding a new contact is similar to adding basic details but captures data relevant to individuals.
Information such as title, forename, surname and salutation are all individual fields, allowing for separate accessing of data.
Adding a contact record
Information that can be recorded in a contact record includes:-
- User definable additional details and profiles
- Single shot or template letters
- Multiple documents to be stored in a single area
- Comprehensive free format notes
- Single shot or template emails
- Create tasks automatically or manually and assign goals and results
- Events – links to the PRIAM back office system
A contact record can belong to multiple companies.
Further detail
- Overview
- Sales prospecting Contact Manager
- Basic Details
- Customer Processing and Events
- Contacts
- Adding a new contact record
- Branches
- Additional Details
- Profiling
- Letters
- Documents
- Notes
- Emails
- Completely automated customer services
- Integrated database marketing
- Business process mapping/workflow management
Related pages
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