Contact Management - Overview

Created by Martin Parkinson, Modified on Sun, 2 Jul, 2023 at 3:24 PM by Martin Parkinson

Attached is a guide giving an overview of the contact management system within Influence Professional.

 

It covers the following areas:

1. Companies and Branches

1.1 Adding a New Company

1.2 Editing a Company

2.     Journals

2.1 Contact Journals

2.2 Candidate Journals

2.3 Alert Manager Journals

2.5 Amending the Journal Communication method

2.6 Email Journals with Attachments

2.7 Viewing Journals

2.8 Importing Journals/emails

3.     Contacts

3.1 Contact Details Tab

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