Page 7 - Participant Guide - Unanet CRM Managing Relationships (eBook)

Web Activity Steps – Alternative Method
1. Place cursor in Search bar
a. Begin typing the company name in the search bar
2. Select the company and view the record
3. Click the More tab
a. Select Relationship with Company – Associated Personnel
b. Find colleague(s)

NOTE: Your firm may be configured to utilize the Account Manager designation, which
will list personnel attached to the company in the first section Company Summary
Information.

Outlook Activity Steps – Alternative Method
1. Ensure the Unanet CRM side panel is open next to an email
2. Click on the Contact record of the client of interest
3. Scroll down and expand the Personnel section and find colleague(s)

View Contacts in a Company
Contacts are the people who work for your clients. It is beneficial to have an extensive
list of contacts to build relationships that will help you pursue work.

Activity 1.2 – What people work at a company that I have a

relationship with?

Mobile Activity Steps – Recommended Method
1. Tap Contacts tab along bottom menu
2. Open the filter that shows All Companies
a. Select My Companies
3. Select a company
4. Tap the Associations
5. View list of contacts

Web Activity Steps – Alternative Method
1. Place the cursor in the search bar
a. Check the box for Companies to filter results
b. Begin typing in the search bar to return results
2. Click on the Company to view record details
3. Click on the Contacts link across top of the record
4. View list of contacts

6
Lesson 1: View Connections