i-Engine

CRM

Add a contact

In this paragraph you can read more about adding a new relation to your CRM.

1. Chose the path Intranet / CRM / Filter contacts. The following screen appears:


2. Click . This button is located on the left side of your screen, above the search-area.

3. The following screen appears:
4. Fill the window with all known information about your relation.

5. After finishing that, click .

6. A window appears where information about your contact person can be filled in.


7. After finishing this, click again 

8. From now on, you can for example add notices (click here), email your contact person (click here) of export to Excel (click here)

i-Engine Guide (EN)