Page 6 - Participant Guide - Managing Contacts (SDL)

COURSE INTRODUCTION

Your relationships are the key to winning work. Unanet CRM by Cosential makes it easy
to maintain a single source of truth for all companies and contacts used for business
development purposes. This course will cover how business developers can easily grow
their contacts in their natural daily flow – both on-the-go with Unanet CRM Mobile and
at-the-desk using Unanet CRM for Outlook or Unanet CRM on the web.

In this course, you will learn which of the different access points of mobile, outlook, and
web application will quickly and easily accomplish high volume tasks for creating and
growing your contact base.

Learning Objectives
After this session for Managing Contacts, participants will be able to:

• Find contact information
• Update contact information
• Find contacts
• Associate to a contact
• Add a contact or company

Roles & Access
Unanet CRM by Cosential is a role-based system which provides security and access
based on the roles assigned to the user by the System Administrator.

During this course, students will be instructed to log-in to Unanet CRM by Cosential
utilizing specific user personas which contain the appropriate roles in order to access
and complete the required activities.

Please note, the password is case sensitive; login name is not.

Job Title Unanet Role Name Unanet login Password
Username

Business CRM User Joe jmanning welcome
Development Manning
Representative

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COURSE INTRODUCTION