Introduction
The CRM Value Pack adds three fields to the Contact Person record, as follows:
- Title
- The Job Title of the Contact, as it appears on their business card. This can be included when addressing letters to Contacts.
- Job Description
- Paste Special
Job Descriptions setting, Sales Support module
- Use this field to describe the role of the Contact within their company. It allows you to side step any slight differences in Job Title terminology that may exist in different companies. For example, the generic role of Finance Director might have "Director (Finance)" as its Job Title in one company but "Director of Finance" in another. Enter the generic title ("Finance Director") in the Job Description field of such Contacts, to enable you to mail all Finance Directors together, irrespective of differences in inter-company terminology.
- Classification
- Paste Special
Customer Classifications setting, Sales Support module
- Use this field to mark each Contact with comments relevant to their role in the sales process, such as "Decision Maker" or "User".
- As with the Classification field on the 'Contact' card of the Customer screen, you can enter more than one Classification in this field, separated by commas.
The Contact Person register is described in full
here.
