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Waste Management Solution - Contacts

464 bytes added, 17:14, 7 March 2023
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==Adding a Contact==
To manually add a contact, click on the Create New Contact button under the Contacts Made tab, as demonstrated above. This will forward you to the Add Create A Contact interface. Most of the details will be filled in automatically directly from the Prospect or Customer record, so only the contact type and details need to be manually defined. Once you have filled in all details, click on Save Contact to proceed.
[[File:WasteManagement-Contacts2.jpg|800px]]
==View Contact History==
To view the Contact History, click on theView Existing Contacts button. All Contacts associated with this Prospect/Customer will be displayed for review. Note how both manually submitted contacts as well as automatically logged contacts such as record creation as logged displayed. [[File:WasteManagement-Contacts3.jpg|800px]] Clicking on the open button in the far left hand column of the list will display full information for that specific Contact. [[File:WasteManagement-Contacts4.jpg|800px]]
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