Page 16 - Participant Guide - Managing Contacts (SDL)

Find contacts with relationships to colleagues

Activity 3.2 – I’m trying to get an in at a new company in town.
How can I see if any of my colleagues have a relationship with

anyone at that firm?

Mobile Activity Steps – Recommended Method
1. Tap the magnifying glass icon in the top menu
2. Tap the Companies tab
3. Search for the company
4. Open Company record
5. Tap Associations tab
6. Scroll down to look at Relationship panel

Outlook Activity Steps – Alternative Method
1. Click on Company in Unanet CRM side panel
2. Open Contacts section
3. Select a Contact
4. Find and open Personnel to view CRM associations

Web Activity Steps – Alternative Method
1. Open Company record
2. Click the Contacts tab
3. View any associated contacts
4. Click Associated References tab to jump down in the record
5. View Associated Personnel

Find contacts in a specific region

Activity 3.3 – I’m going to a specific region and want to call
my key contacts. How can I easily identify and reach out to
them while on the go?

Mobile Activity Steps – Recommended Method
1. Tap Contacts in bottom menu
2. Open All Contacts filter
3. Select Custom Filter
4. Tun on Key Contacts toggle
5. Tap on State/Province

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Lesson 3: Find Contacts