Transferring a contact to a case

In the course of qualifying a contact, a case may evolve. The contact may be involved in a sales case, a service case or in a marketing action from which further chances of development arise. The case can exist independently of a contact or originate from it.

The Sales (new) / ... function offers the possibility to immediately open a business opportunity, or to create a quote at the contact. In the same way, a new project (project folder) to the contact can also be cre­ated immediately. This causes a relation between the contact and the sales record to be automatically created.

Note: If a contact is to be included in an existing sales case, this can only be done in the specific sales record itself. A contact can be assigned to existing marketing actions using the Select marketing actions function in the Marketing tab. Here, a marketing action, for example, can be connected to several tar­get contacts.

To a company and to a person not only new, but also existing sales cases, project folders, services calls, service cases, and contracts can be assigned. The selection buttons required for this can be found in the cor­responding sublists.

Case assignment

Concerning the activities of a contact involved in not yet finished sales cases, these cases are offered automatically for assignment when the activity is saved. This applies to sales and marketing.

Furthermore, you can easily associate the activities that are listed in the Activities tab of a contact with a case, or modify the assignment. If you select one or several records in the Activities tab of the contact, the Assign main project function is activated in the function bar.