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CRM HOWTO

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Revision as of 13:29, 22 March 2012 by Ekarolis (talk | contribs) (Created page with "'''1) Adding new contact''' There are two ways of adding new Contact, choose the one you like more :) 1.1) Searching for the Institution of the contact and adding contact <spa...")
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1) Adding new contact

There are two ways of adding new Contact, choose the one you like more :)

1.1) Searching for the Institution of the contact and adding contact

IMPORTANT: if institution does not exist in CRM, you must add institution at first and only after add a new contact.



1.2) Adding contact and searching for the institution of the contact


2) Adding new project

2.1) Searching for the project you want to add if it does not exist yet

2.2) Adding new project to a CRM

2.3) Searching for the Institutions existence inside CRM which are partners of the project you want to add