IC-300 iChannel CRM Follow
In this module, CRM, the following topics will be reviewed in detail:
- Contact Search Screen
- How to Search a Contact or Site
- Add a Site (CRM Only)
- Add a Site (CRM & File Management Area)
- Site Detail Screen Overview
- Contacts Tab: Add a Contact | Duplicate Contact
- Discussion Tab
- Activity Tab
- Notification Tab
- Workflow Tab
- History Tab
- How to Create a Contact
- How to Identify and Resolve a Duplicate Contact
- How to Link a Contact
- How to Update a Contact
- How to Add a Group Group/List
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