CRM System: Contacts | Scribe

    CRM System: Contacts

    • Chamber Nation |
    • 8 steps |
    • 30 seconds

    Recording Contacts

    1
    Click "CRM System"
    2
    Enter the first few letters of the member's name in the search box to find the desired individual. Click on their name to select them.
    3
    Once you've selected the member, click on "Record New Contact" to create a new contact entry.
    4
    Provide the necessary information for the contact: Contact Type: Specify the type of interaction (e.g., email, visit, phone call). Details: Add any relevant notes or details about the contact. Contact Date: Enter the date of the interaction.
    5
    Click Continue to save
    6
    This can also be done on the Member's Database info page > CRM tab.

    Updating the Contact Types

    7
    If the contact type doesn't match any available options, you can modify the choices in CRM Configuration.
    8
    Click "Add New Contact Type"