Page 22 - Participant Guide - Managing Contacts (SDL)

2. Tap the + icon in the top right corner of your screen
3. Tap Contact
4. Enter required details
5. Tap Save

Add a contact when at my desk

Activity 5.3 – How do I add a contact when at my desk?
This activity will show how to add a contact from scratch, while Activity 5.1
showed how to add a contact from existing information included in an email.

Outlook Activity Steps – Recommended Method

1. Click + New in blue bar on the top of the side panel
2. Select Contact
3. Enter details in the Create Contact form
a. Email address
b. First and Last Name
c. Company Name
4. Click Save

Web Activity Steps – Alternative Method
1. Click on + icon in header
2. Select Contact
3. Add required details to the Create Contact form
a. Company Name
b. First and Last Name
4. Click Save Contact

Add a company when on the go

Activity 5.4 – How do I add a company when on the go?

Mobile Activity Steps – Recommended Method
1. Log in to Unanet CRM for Mobile app
2. Tap the + icon in the top right corner of your screen
3. Tap Company
4. Enter required details
5. Tap Save

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Lesson 5: Add a Contact or Company