Keeping the conversation going...
To continue a conversation from within CompleteEmpire navigate to the Account history window search by [Contact Logs] using the Work Panel quick sort buttons at the top right.
- Search for contact logs - click [Contact Logs] using the Work Panel quick sort buttons at the top right.
- Identify the Contact Log entry that you wish to continue the conversation Click [New Entry] in the contact log action buttons.
A New Contact Log window will open in the Entry tab.
- Complete required fields and add notes as necessary.
- Click [Next] to open the Appointments tab, enter appointment details as necessary.
- Click [Finish] to close.
The CREF will be automatically added to the Contact Log entry. In this example [CREF#: zBrBj9NKJFyv]
0 Comments
Add your comment