Taking an action on a contact

Next: Types of actions Up: Actions Previous: Actions

As shown in Fig. Looking for clients and prospects, after a contact search, a button is available besides each contact.

Upon click, as illustrated below :

the current salesperson in charge of this contact is shown at the top ; in the current example, none is yet, so user Thomas Hanson (who has been set as a salesman checks the box 'Attribute contact to me' ;
the status of the action (whether is to do or it has already been done) is set ;
the action type is set ;
a date and time for this action are set thanks to the dedicated calendar icon ;
a comment, describing the action, is writtem

**Figure:** Registering an appointment taken with a contact.

Actions can also be created when an Agenda appointment is added, provided that the corresponding agenda supports CRM assignment.

Next: Types of actions Up: Actions Previous: Actions