Page 8 - Participant Guide - Managing Contacts (SDL)

5. Click on the Contact name to view details
6. View Direct, Cell, and Company Phone

Web Activity Steps – Alternative Method
1. Place cursor in Search bar
2. Check box next to Contacts to filter results
3. Select a contact to view the record
4. View contact summary information

Find a contact’s email address to email them

Activity 1.2 – How do I find an email address of a contact to send

them an email?

Outlook Activity Steps – Recommended Method
1. Open an email message to access the Unanet CRM for
Outlook add-in
2. Click on the Unanet CRM for Outlook add-in icon in top ribbon
to open Unanet CRM side panel
3. Click Search
4. Click Contacts
5. Type in search bar to return results
6. Click on contact name to view email details

Mobile Activity Steps – Alternative Method
1. Tap Contacts on the bottom menu
2. Tap the magnifying glass icon in the top menu
3. Search for contact
4. Tap Contact to open the record
5. Tap the envelope icon to initiate an email, or tap the email address
to initiate an email

Web Activity Steps – Alternative Method

1. Place cursor in Search bar
2. Check box next to Contacts to filter results
3. Select a contact to view the record
4. View contact summary information

7
Lesson 1: Find Contact Information