Contact management
A contact is a person or company registered in the system. It is also used by the system to hold information about potential customers when they registers on the web. All contacts have different terms and preferences, all of which must be maintained and updated.
This process may result in
A new contact is registered.
The contacts contact information are maintained.
Contact relations are closed.
Contacts are registered with all necessary information in RamBase. As many people change job titles, responsibilities and contact information several times during their career, it is important to maintain this information. In addition to this information, it is possible to set ownership on a contact, where the owner is the contacts parent company. This function is used for webshops to register potential customers who create a customer profile before purchasing. This contact profile can then be used to keep in touch with the customer and advertising.
Tasks involved in this process
Register a new contact - A new employee or new business associate is registered as a contact.
Maintain and update the contacts - Update information and similar for the contact.
Set ownership - Set the owner of a contact, which is normally the company the contacts works for.