CRM Contact
All the CRM contact information are managed under the Contacts
section of Jim Maurer's CRM.
Add New CRM Contact
To add a contact users should,
- Click on the "Contacts" link on the main
navigation bar.
- The pages with the contacts listing is displayed.
- Click on "Add Contact" link placed above
the list to add contact.
- Fill up add contact form that is displayed and submit
it.
- The notification is displayed.
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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,
- Click on the "Contacts" link on the main
navigation bar.
- The pages with the contacts listing is displayed
which is sorted alphabetically in order of contact's first name.
- 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.
- Users should select the particular contact to edit/delete
with the help of radio button displayed along with the record.
- Edit or Delete button should be pressed as required.
- The contact is deleted after the confirmation from
the user.
- For edit, an edit form is displayed where users can
change any information required.
- The form should be submitted by clicking on Edit button.
- The notification is displayed.
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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,
- Click on the "Contacts" link on the main
navigation bar.
- The pages with the contacts listing is displayed
which is sorted alphabetically in order of contact's first name.
- 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.
- Users should select the particular contact by clicking
on the link on contact's name.
- The contact detail is displayed.
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