To help you capture relevant CRM information about prospects & active customers ServiceSight allows you to create a customised list of job titles to apply to your contacts. These can then be viewed in the system to ensure you are speaking or dealing with the right person at your customers businesses.
- To add a job title simply go to Settings | CRM | Job titles.
- To do this click ‘Settings’ by your avatar in the top right-hand corner, then select CRM from the list that opens on the left. Then choose Job titles to open the list of previously defined entries. You can edit any entry in the list here by clicking on it.
- Click the green ‘New job title’ button to create a new one.
- A blank field is added to the top of the existing entry list
- In the new blank field enter the Job title you want to add e.g. Sales Manager.
- To add a further Job title click the green ‘New job title’ button to add a new blank field on the top.
- Enter the desired Job title. Repeat as often as necessary.
- Once you have made all the entries you need click the green ‘Save’ button to save your entries.