Page 8 - Participant Guide - Unanet CRM Managing Relationships (eBook)

Outlook Activity Steps – Alternative Method
1. Ensure the Unanet CRM side panel is open next to an email
2. Click on the Search button
a. Select Companies
3. Enter in company name and select the company
4. Scroll down and expand the Contacts section
5. View list of contacts

Utilize Affiliate Contacts

Contacts are associated to a Company where they have their primary work, but there
are instances where a Contact also has a relationship with other companies,
opportunities, or projects in the CRM system.

Activity 1.3 – I just found out one of my contacts is on the Board

of Directors at a hospital, how can I capture this?

Web Activity Steps – Alternative Method

1. Place cursor in Search bar
a. Begin typing the company name
2. Select the affiliated company and view the record
3. Click the More tab
a. Select Affiliate Contacts
4. Click +Contact
a. Search for and select the contact in the pop-up window in the Affiliate
Contact field
b. Select an Affiliate Role
5. Click Save

View Leads, Opportunities, and/or Projects
Beyond personnel and contacts, there is a wealth of information that can be captured to
help build a more complete profile of clients.

Tour 1.4 – I just started at this company and I need to know
who our clients are, what work we've done for them, what
work we're pursuing, and who's been talking to them.

Web – Primary Method
To view a complete list of clients you would want to start browsing over the Companies
Grid. Within each Company record you can view Contacts, Leads, and Opportunities
associated with that Company. In addition, you can access the Activity Log.

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Lesson 1: View Connections