Page 12 - Participant Guide - Managing Contacts (SDL)

LESSON 2: UPDATE CONTACT INFORMATION

Learning Objectives

Update contact information
• Update contact info with new details
• Update contact info automatically from email signature details
• Document business interactions

Introduction
Contact information such as phone number, email address, and business address can
be found and updated via all three access points. The mobile app and Outlook plug-in
allow for enrichment of records as well. Outlook has a specific, powerful tool to help
identify new information contained in an email signature.

The following activities highlight uses cases that a business developer will commonly
encounter.

Update contact info with new details

Activity 2.1 – When I find info on a key contact, how can I

quickly store it, so I don’t forget?
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Mobile Activity Steps – Recommended Method
1. Tap the magnifying glass icon
2. Tap Contacts tab
3. Search for contact
4. Tap the Contact
5. Tap Edit in the upper-right hand corner
6. Open appropriate section (Notes)
7. Add or update information
8. Tap Done
9. Tap Save

Web Activity Steps – Alternative Method
1. Place the cursor in the search bar
2. Check the box for Contacts filter
3. Type in the search box
4. Click on Edit below Contact Summary to the right

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Lesson 2: Update Contact Information