Page 9 - Participant Guide - Unanet CRM Managing Relationships (eBook)

Outlook – Alternative Method
With the CRM add-in enabled and open next to an email you will see associated
Contacts, Companies

Utilize Contact Grid
The Contact Grid provides a quick and easy way to view and sort Contacts. Many
different fields can be turned on/off and organized to your liking, and also allows swift
editing capability.

Activity 1.5 – How can I see which of my contacts are on the
holiday card mailing list?

Web Activity Steps – Recommended Method
1. Click Contacts in left-side menu
2. Click the Filter button on the top of the grid
3. Click the filter by Mailing Lists dropdown
4. Select Holiday Cards mailing list
5. Click Apply

Activity 1.6 – How can I quickly add 5 contacts to a mailing list?

Web Activity Steps – Recommended Method
1. Click Contacts in left-side menu
2. Turn on Mailing List column
3. Choose a contact and double click the field under Mailing List
4. Open the dropdown and choose the mailing list
5. Repeat Steps 3-4 for four more contacts

8
Lesson 1: View Connections