Contact Levels

25 views April 17, 2017 jpajaro 0

Contact Levels

This grid shows a contact levels list corresponding to the decision-making influence level of each contact in a company. Users can create, edit, or delete 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 OK.

contact-levels-2

Edit a Contact Level

  1. Right click and select Edit.
  2. Type a name for the contact level.
  3. When finished, click OK.

contact level 1Edit Screen