Page 7 - Participant Guide - Managing Contacts (SDL)

LESSON 1: FIND CONTACT INFORMATION

Find contact information
• Find a contact’s phone number to text or call them

• Find a contact’s email address to email them
• Find a contact’s address to meet with them
• Find more contact details through social media
• Find contact info for an existing contact in the CRM
• Find contact info of an email sender via the email

Introduction
Contact information such as phone number, email address, and business address can
be found via all three access points: mobile, outlook, and web application. The
recommended access depends on the situation whether you may want to call a contact
from your phone when on the go, or perhaps email a contact from your desk.

The following activities highlight uses cases that a business developer will commonly
encounter.

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

Activity 1.1 – How do I find a Contact’s phone number to text or
call them?

Mobile Activity Steps – Recommended Method
1. Tap Contacts on the bottom menu
2. Tap the magnifying glass icon in the top menu
3. Begin typing the contact name in the search bar to return results
4. Find contact and tap to open the record
5. Tap the phone number to call
6. Tap the call button

NOTE: As another option, click on “Contacts” in the left menu to open the Contact grid

Outlook Activity Steps – Alternative Method
1. View Unanet CRM side panel menu from within an email
2. Click Search bar
3. Select Contacts
4. Type Contact name in the search bar

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Lesson 1: Find Contact Information