Related Topics: Contact Manager
Contact Manager and Event Tracking Overview
Setting Up Contact Manager and Event Tracking
- Permissions and Security Groups
- Setting Up the Icon Default
- Setting Up Departments
- Setting Up the Processing Schedule
- Defining Ownership Types
- Defining a Default Origination Source
- Customizing Drop-Down Lists
- Viewing Contact Types and Event Types
- Setting Up the Contact Types
- Setting Up the Event Types
- Adding Auto-Generated Events
Adding Contact Records and Events
- Using the Assignments Queue
- Creating Contact Records
- Adding Events
- Reviewing the Audit Log
- Adding a New Note
- Sending a Copy of a Contact Record or Event