Page 13 - Participant Guide - Managing Contacts (SDL)

5. Update new information
6. Click Update Contact

Update contact info automatically from email signature

details

Activity 2.2 – A contact has a new cell number in their email
signature. How can CRM ensure I don’t miss these kinds of

updates?

Outlook Activity Steps – Recommended Method
1. In the Unanet CRM side panel, click the yellow bell icon
(when available) to check for updates
2. Review updates, then click Update

NOTE: The Overall Firm Administrator (OFA) must enable Signature Parser under the
Unanet CRM Outlook tile in the App Market. This allows the bell icon to alert users that
there is updated or additional information available in the signature.

Document business interactions

Activity 2.3 – How do I document business interactions so
that my colleagues and I know what is happening with

customers, partners, and consultants?

Outlook Activity Steps – Recommended Method
1. Select the Create New + icon in the blue header bar
2. Select Event (previously Call Log)
3. Add required details
4. Select Save and Close (or Save and New to save Event
and create a new Event or Save and Follow Up)

Mobile Activity Steps – Alternative Method
1. Tap Contacts in bottom menu
2. Tap Contacts tab
3. Select Contact record
4. Select desired record
5. Tap Activities
6. Tap the plus + icon to create an event

12
Lesson 2: Update Contact Information