Page 15 - Participant Guide - Managing Contacts (SDL)

LESSON 3: FIND CONTACTS

Learning Objectives

Find Contacts
• Find contacts with established relationships to self
• Find contacts with relationships to colleagues
• Find contacts in a specific region

Introduction
Discovering or finding contacts to establish or continue relationships is vitally important.
Beyond obtaining their basic information or updating new details, finding opportunities to
engage with contacts can be quickly achieved primarily with the mobile app.

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

Find contacts with established relationships to self

Activity 3.1 – How do I see a list of contacts with which I have

a relationship?

Mobile Activity Steps – Recommended Method
1. Tap the Contacts icon in bottom menu
2. Tap the Contacts tab
3. Open the Filter
4. Tap My Contacts

Web Activity Steps – Alternative Method
1. Navigate to the Contacts module
2. Click on Filter button
3. Select My Contacts from the drop-down menu

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Lesson 3: Find Contacts