Contacts

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Function Overview

This document provides a basic operational guide for contact management within the CRM system, helping users efficiently manage customer information.

Function Entry

Users can access the contact management module by clicking on "Contact Management" in the navigation bar of the CRM system's main interface.

Operation Steps Description

Create New Contact

1. Log in to the CRM system and navigate to the "Contact Management" module.
2. Click the "Create New Contact" button to enter the creation page.
3. Fill in the contact information, including the person in charge, name, customer name, etc.
4. Click "Save" to complete the creation.

Duplicate Check

1. Use the "Duplicate Check" feature to input partial customer information for searching.
2. The system displays a list of matching existing contacts to avoid creating duplicate records.

Import Contacts

1. Prepare a file containing contact information, such as in Excel or CSV format.
2. Select the "Import" feature, upload the file, and match the fields.
3. Click the "Import" button to complete the operation.

Export Contacts

1. Select the "Export" feature and choose the range and information of contacts to be exported.
2. Click the "Export" button, and the system generates a file.
3. Download and use the generated file.

Modify Contact Information

1. In the contact list, find and click on the contact that needs modification.
2. Click the "Modify" button to update the contact information.
3. Click "Save" to complete the modification.

Opportunity Management

1. Associate opportunities to track sales prospects.
2. Click "Add Opportunity" and fill in the opportunity information.
3. Click "Save" to complete the addition.

Transfer Contact

1. Select the "Transfer" feature and specify a new person in charge.
2. Click "Confirm Transfer" to complete the operation.

Follow-up Records

1. Record each communication and follow-up situation.
2. Click "Add Follow-up Record" and fill in the follow-up details.
3. Click "Save" to complete the record.

Notes

• Data Security: Comply with data protection regulations and do not disclose customer information.
• Permission Control: Assign appropriate permissions based on user roles to protect customer data.
• System Updates: Regularly check for system updates to utilize the latest features and security fixes.

Frequently Asked Questions

Q: How to avoid creating duplicate contact records?
A: Use the "Duplicate Check" feature to search for potential matches.

Q: How to import a large amount of contact data?
A: Use the "Import" feature, upload and match the fields before importing.

Q: How to update contact information?
A: Select the contact in the contact list and click "Modify" to update.

Q: How to add opportunities for contacts?
A: On the contact detail page, click "Add Opportunity" and fill in the information.