Use these steps to designate existing employees to manage your company's interactions with current and potential customers.
To add an existing employee to a contact company:
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Under the CRM menu section, go to
Contact Companies » Information tab.
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Use the search filter and/or the
Search field to select a contact company.
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Click the Employees sub-tab.
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Click
+ Add Employee.
A new employee line appears.
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Select either an employee number or an employee name from the drop-down lists.
If you select an employee number, Maconomy auto-populates the
Name field (and vice versa).
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Enter the role of the employee in the customer engagement.
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Click
Save.