Page 21 - Participant Guide - Managing Contacts (SDL)

LESSON 5: ADD A CONTACT OR COMPANY

Learning Objectives

Add a contact or company
• Add a contact via an email
• Add a contact when on the go
• Add a contact when at my desk
• Add a company when on the go
• Add a company when at my desk

Introduction
The ability to find and update existing contacts will make a huge difference. Growing a
contact base by adding new companies and contacts to the system is also vitally
important. This is easily achieved on the mobile app when on the go, and also through
the Outlook plug-in when working at a desk.

Add a contact via an email

Activity 5.1 – I just got an email from a new prospect. How can
I easily add them to CRM?

Outlook Activity Steps – Recommended Method
1. Click the + icon next to the prospect’s name to open the
Create Contact form
2. Enter required details
3. Click Save

NOTE: Create Contacts with a Single Click is a feature that allows you to create
Contacts with minimal effort. This is used when the email sender is not already a
contact in the system. This is enabled as default.

Add a contact when on the go

Activity 5.2 – How do I add a Contact when on the go?

Mobile Activity Steps – Recommended Method
1. Log in to Unanet CRM for Mobile app

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Lesson 5: Add a Contact or Company