Edit a CRM Contact

From the PEARS homepage, hover the cursor over the Plan menu and click CRM: The CRM Contacts list displays. Click on the contact that needs to be edited:The Contact information slide-out displays: Click the Edit link: The editable fields display in the contact slide-out. Make changes to the contact information as needed: When all the necessary changes … Read more Edit a CRM Contact

Add an Interaction to a CRM Contact

From the PEARS homepage, hover the cursor over the Plan menu and click CRM: The CRM Contacts list displays. Click on the contact that is having an interaction added: The Contact information slide-out displays: In the Notes section of the Contact Information section, click on the icon to display a drop-down list of interaction types: Click on … Read more Add an Interaction to a CRM Contact

Edit a CRM Contact Interaction

From the PEARS homepage, hover the cursor over the Plan menu and click CRM: The CRM Contacts list displays. Click on the contact that is having an interaction deleted:The Contact information slide-out displays: In the Notes section of the Contact Information section, hover the mouse cursor over the interaction that needs to be deleted:The edit/delete options display: … Read more Edit a CRM Contact Interaction

Delete a CRM Contact Interaction

From the PEARS homepage, hover the cursor over the Plan menu and click CRM: The CRM Contacts list displays. Click on the contact that is having an interaction added:The Contact information slide-out displays: In the Notes section of the Contact Information section, hover the mouse cursor over the interaction that needs to be edited:The edit/delete options display: … Read more Delete a CRM Contact Interaction