Difference between revisions of "Waste Management Solution - Contacts"
From All n One's bxp software Wixi
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Revision as of 17:30, 7 March 2023
1 Overview
The Contacts feature enables the system to track any time a Customer or Prospect has been interacted with. Contacts can be made one of two ways:
- By interacting with the record(Initial add, changing status, updating details etc.)
- By manually adding a contact via the Contacts Made tab.
This article will cover how to add a contact manually, view contact history and edit existing contacts.
2 Contacts Made
The Contacts Made tab displays all of the existing contact information for a Prospect or Customer, and allows for manually adding new contacts and reviewing a records full contact history. To access it, first open the Prospect or Customer who's contact history you want to review, then open the Contact History Tab.
The tab also displays an overview report detailing the total number of contacts submitted for this record.
