CRM contacts appear as people under the party

What moves

A contact created, edited, moved or deleted in CRM creates, updates, re-parents or retires one person under the company's party, without duplicates however often the change is delivered.

Before you start

• CRM in your plan
• The company already has a CRM account

Step by step

1. Account executiveCRM & Sales Pipeline

   Adds a contact to a company's account.

   You see:The contact is saved in CRM.

2. SystemContacts & Partners

   Finds the party linked to that account and adds the person under it.

   You see:One person exists under the party.

3. Account executiveContacts & Partners

   Opens the party page and looks at People.

   You see:The new contact is listed with name, title, e-mail and phone.

4. Account executiveCRM & Sales Pipeline

   Changes the contact's job title.

   You see:The People list shows the new title, still one row.

Related

• CRM & Sales Pipeline
• Contacts & Partners
• CRM deals and leads feed the pipeline report
• CRM quotes are credit-checked and deals see payment
• CRM sends template requests to the vendor desk
• A won deal reaches delivery, finance and the rep's commission
• An accepted quote reaches the sales order clerk
• Connections between modules