How to manage customer engagement

Customer Engagement Management is at the root of your CRM goals. Learn how to find a contact, review their information, and then quickly add activities, check sales opportunities, or start a sales order or quote.

1. You can search for prospects or customers from the Contact box on the Dashboard.
2. In the Contact box at the top of of the Calendar, type the name of the contact you want to find.



3. The contact you chose opens on the Contact Analysis page.

   

4. From this page you can review contact information and launch common functionality. Check the toolbar at the bottom of the page:
   • : Opens the Sales Order Entry page. Learn more in the Sales Training module: How to create a sales order.
   • : Opens the New Price Quote page. Learn more in the Sale Training module: How to create a price quote.
   • : Generate pivot reports to analyze data.
   • Check Stock: Opens the Analysis page of the Product Master.
   • Pricing: Opens the Pricing page of the Product Master.
   • Order Inquiry: Opens the Sales Order Inquiry page.
   • Sales Opportunity: Opens the Product Opportunities page. See How to track your sales opportunities
   • Add Activity: Opens the New Event pop-up. See Add an activity to a prospect.
   • Order Page: Opens the Customer Order Pad.