Posts Tagged ‘Contact’

Creating a request with the account and contact filled immediately

Written by Marcel Thijssen on . Posted in Exact Synergy

When you have contact with an account you can register the agreements in a request. To have insight in the agreements it is important to link the correct information in the request. In this case you can link the account and the contact person. When registered correctly the request can be found on the card of the account but also on the card of the contact person.

Wait, I’ll write down your information

Written by Larno van Loo on . Posted in Exact Synergy

It’s not rare for contact persons within companies to change position or even to stop working for the company you’re doing business with. Because of this, you might have to deal with new contact persons regularly. Within Exact Synergy Enterprise, you now have the option to directly make a new contact person from the left menu.

Registering social media links

Written by Larno van Loo on . Posted in Exact Synergy

Facebook, Twitter and LinkedIn are no longer strangers to companies. By now, more and more people are using social networks and it is often useful to know via which means you can communicate with your contact persons. But do you know how to register this within Exact Synergy Enterprise?

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