CRM Add Communication

CRM Add Communication

The Add Communication icon allows you to open the dialog box and create any number of types of communication in the CRM (phone, email, fax, mobile, in person, event, task, note system, general)



Example: You are on the phone with a potential client or an existing client and you want to record the interaction.
How To: Click the New Communication icon.

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If it's an existing lead, use the wild-card "Search Existing Lead" box. If it's a new lead, enter a name in the "New Lead Name" box. This attaches the communication to a lead.

new-communication.png

Tip: The search allows you to search for any combination of letters when searching for a lead name


Once the Lead has been selected or added, choose the type of communication and fill in all appropriate boxes.  In this example you are on the phone with this lead.

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Next choose the date and time of this communication using our handy date picker tool.

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Note: A follow-up due date can be inserted. The system also allows for a reminder to be sent to your email inbox.

Using the Tiny MCE editor you can input your notes, add attachments, and add pictures to help describe and document the interaction

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