Page 3 - Participant Guide - Managing Contacts (SDL)

Introduction .................................................................................................................. 14
Find contacts with established relationships to self .............................................. 14

Activity 3.1 – How do I see a list of contacts with which I have a relationship? ...... 14
Find contacts with relationships to colleagues ...................................................... 15

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? ............................... 15
Find contacts in a specific region ............................................................................. 15

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?.................................... 15
Lesson 4: Associate to a Contact .......................................................... 17

Learning Objectives .................................................................................................... 17
Introduction .................................................................................................................. 17

Associate a contact to an existing lead or opportunity when on the go ............. 17
Activity 4.1 – How can I associate a contact to an existing Opportunity or Lead
when on the go?......................................................................................................... 17

Associate a contact to an existing lead or opportunity when at my desk........... 18
Activity 4.2 – How can I associate a contact to an existing Opportunity or Lead
when at my desk? ...................................................................................................... 18

Associate self to contacts created when on the go................................................ 19
Activity 4.3 – How can I ensure that I am associated with contacts I create on the
go? .............................................................................................................................. 19

Lesson 5: Add a Contact or Company .................................................. 20
Learning Objectives .................................................................................................... 20

Introduction .................................................................................................................. 20
Add a contact via an email ......................................................................................... 20
Activity 5.1 – I just got an email from a new prospect. How can I easily add them to
CRM? ......................................................................................................................... 20

Add a contact when on the go ................................................................................... 20

Activity 5.2 – How do I add a Contact when on the go? ........................................... 20
Add a contact when at my desk................................................................................. 21
Activity 5.3 – How do I add a contact when at my desk? ......................................... 21

Add a company when on the go ................................................................................ 21
Activity 5.4 – How do I add a company when on the go? ........................................ 21

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