The consultants screen in Contact Management displays the list of active
consultants’ records which are maintained by marketing persons. To edit the
- Before beginning make sure that you have selected “Consultants” under Contact Management.
- The Consultants screen displays the consultants’ records.
- Highlight a consultant record and double click it to view the details. Result: The Contact Management pop up window is displayed.
- The Contact Management pop up window contains two tabs – Consultant Information and Activities.
- The Consultant Information tab displays the consultant contact information.
- Select the Activities tab to organize the activities with consultants. See the Activities with Consultants topic to know how to organize the activities with the selected consultants.
- To close the window, click on the ‘Close’ link.