Enter Contact in the CRM- or SRM-panel
Explanation
This activity is used to enter a lead or customer contact in the CRM-panel or a
supplier contact in the SRM-panel.
Prerequisites
IFS Outlook Add-In (CRM- or SRM-panel) must have been installed.
System Effects
As a result of this activity, a contact is entered for the business lead,
customer or supplier.
Window
N/A
Related Window Descriptions
N/A
Procedure
- Open Outlook.
- Select/open one mail or calendar item.
- Go to IFS CRM/IFS SRM tab and click on the icon to open the CRM- or
SRM-panel.
- Select the record in the Recipients or Attendees list and click on the +
icon to open the Register Contact dialog.
- If there are other contacts with a mail address belonging to the same
mail domain, these leads, customers or suppliers will be shown in the Name
list. You can also search by entering the ID or Name of the lead, customer
or supplier or click New to create a new record.
- Click Add Email as Comm. Method.to add the mail address of the
recipient/attendee as a communication method for the lead, customer or
supplier.
- Click Create Contact to add the receipient/attendee as a contact for the
lead, customer or supplier.
- Optionally create an address.
- Save