[Omni] Secondary Contacts
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About the Course
A Secondary Contact in Omni should be used when you have multiple people within the same company and at the same physical address. When searching for the company in a Sales Order, you will be able to select between the Primary and Secondary Contact.
Course Categories
CRM: Omni
Course Instructor
Cin7 Academy Team
Course Progress
Course Outline
-
Introduction
- Introduction
-
Creating Secondary Contacts
- Secondary Contact Example
- Creating Secondary Contacts
-
Survey
- Course Survey
About the Course
A Secondary Contact in Omni should be used when you have multiple people within the same company and at the same physical address. When searching for the company in a Sales Order, you will be able to select between the Primary and Secondary Contact.
Course Outline
-
Introduction
- Introduction
-
Creating Secondary Contacts
- Secondary Contact Example
- Creating Secondary Contacts
-
Survey
- Course Survey
Course Categories
CRM: Omni
Course Instructor
Cin7 Academy Team
