Page 2 - Participant Guide - Managing Contacts (SDL)

TABLE OF CONTENTS

Table of Contents...................................................................................... 1

ABOUT THIS PARTICIPANT GUIDE ......................................................... 4

COURSE INTRODUCTION ........................................................................ 5
Learning Objectives ...................................................................................................... 5

Roles & Access .............................................................................................................. 5
Lesson 1: Find Contact Information ........................................................ 6

Introduction .................................................................................................................... 6
Find a contact’s phone number to text or call them ................................................. 6

Activity 1.1 – How do I find a Contact’s phone number to text or call them? ............ 6
Activity 1.2 – How do I find an email address of a contact to send them an email? . 7

Find a contact’s address to meet with them .............................................................. 8
Activity 1.3 – How do I find directions to meet with a contact or company? .............. 8

Find more contact details through social media....................................................... 8
Activity 1.4 – How can I find out more details about a Contact through social
media? .......................................................................................................................... 8

Activity 1.5 – When I meet someone new to me but known in CRM, how can I find
out more about them? .................................................................................................. 9
Activity 1.6 – How do I see information about a contact I got an email from? ......... 10

Lesson 2: Update Contact Information ................................................. 11
Learning Objectives .................................................................................................... 11

Introduction .................................................................................................................. 11
Activity 2.1 – When I find info on a key contact, how can I quickly store it, so I don’t
forget? ........................................................................................................................ 11

Update contact info automatically from email signature details .......................... 12
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? ................................................... 12

Document business interactions .............................................................................. 12
Activity 2.3 – How do I document business interactions so that my colleagues and I
know what is happening with customers, partners, and consultants? ..................... 12
Lesson 3: Find Contacts ........................................................................ 14

Learning Objectives .................................................................................................... 14

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Table of Contents