All the CRM contact information are managed under the Contacts section of Jim Maurer’s CRM main application screen.

Add New CRM Contact

To add a contact users should,

  1. Click on the "Contacts" link on the main navigation bar.
  2. The pages with the contacts listing is displayed.
  3. Click on "Add Contact" link placed above the list to add contact.
  4. Fill up add contact form that is displayed and submit it.
  5. The notification is displayed.

Edit / Delete CRM Contact

Administrators can edit/delete any contact where as general users can edit/delete contacts assigned to them only. To edit/delete a contact users should,

  1. Click on the "Contacts" link on the main navigation bar.
  2. The pages with the contacts listing is displayed which is sorted alphabetically in order of contact’s first name.
  3. The list can be filtered with the help of search. The search can be done according to first name, last name, lead source, title, address or department.
  4. Users should select the particular contact to edit/delete with the help of radio button displayed along with the record.
  5. Edit or Delete button should be pressed as required.
  6. The contact is deleted after the confirmation from the user.
  7. For edit, an edit form is displayed where users can change any information required.
  8. The form should be submitted by clicking on Edit button.
  9. The notification is displayed.

View CRM Contact Details

Administrators can view any contact where as general users can view contacts assigned to them only. To view a contact users should,

  1. Click on the "Contacts" link on the main navigation bar.
  2. The pages with the contacts listing is displayed which is sorted alphabetically in order of contact’s first name.
  3. The list can be filtered with the help of search. The search can be done according to first name, last name, lead source, title, address or department.
  4. Users should select the particular contact by clicking on the link on contact’s name.
  5. The contact detail is displayed.

Next: How to find and manage opportunities within our CRM Application.