Contact Levels

17 views November 16, 2016 jpajaro 0

Contact Levels

This Tab shows the list of contact levels corresponding to the decision-making influence level of each contact in a company. You can create, edit and delete the contact levels:

contact level

Create a New Contact Level

  1. Right click and select new.
  2. Type in the name for the new contact level.
  3. When finished, click on the OK button.

contact-levels-2

 

Edit a Contact Level

  1. Right click and select edit.
  2. Type in the new name for the contact level.
  3. When finished, click on the OK button.

contact level 1

Edit Screen