Page 10 - Participant Guide - Managing Contacts (SDL)

sites (based on website address)
2. Enter a Contact email address
3. Click Save and Unanet CRM will automatically populate the Contact
record with details found in social media sites (based on email @ address)

NOTE: If enriched in mobile or Outlook, record is enriched in the web app

Find contact info for an existing contact in the CRM

Activity 1.5 – When I meet someone new to me but known in
CRM, how can I find out more about them?

Mobile Activity Steps – Recommended Method
1. Tap Contacts
2. Tap magnifying glass icon
3. Search/Filter for Contact
4. Tap Contact name
5. Tap Associations to view:
a. Associated Activities
b. Associated Opportunities, Projects, Relationships
6. Tap and view Notes

Outlook Activity Steps – Alternative Method
1. Click Search bar
2. Select Contacts
3. Search for Contact
4. Open the Contact record

NOTE: When you receive an email introducing a CRM contact (a Contact who is
already in CRM) to you, if you click on the email you will see the names of the
associated CRM Contact’s in the Unanet CRM for Outlook side panel.

Web Activity Steps – Alternative Method
1. Place the cursor in the search bar
2. Check the box next to Contacts to filter results
3. Search for a contact
4. Select Contact
5. View the Contact Summary and more

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Lesson 1: Find Contact Information