View - E-Commerce
- Get web site data
This window shows detailed information from Get web site data, together with an existing or potential customer from the Contact register. Each field shows data registered in the Contact register under Contact overview, corresponding fields from Incoming data and what will be imported under Result.
The enquiry can be dealt with in one of the following ways
Click Reject if you want to ignore the enquiry. It will then be deleted from the database.
Click Contact list to link the import to another contact.
Click
New to create a new contact in the contact register on the basis
of the import.
Click Import to update the contact register with information from the enquiry.
Read more about the various options below.
Adjusting the import
Check the data from the Contact overview against the Incoming data.
Select
which of the texts is to be updated in the Contact
Register under Result.
If none of the suggestions is suitable, you can also enter new information
straight into the field.
Repeat the process in all the tabs: Company information, Address and Additional info (only for activities).
Click Import to update the contact register with information from the enquiry.
The Contact Register is now updated with
the included information.
Linking the imported contact to another contact
Click Contact list.
Select the contact to which you want to link the enquiry.
Click OK
Go through all the fields and adjust the import as described above.
The information is now linked to the contact
your specified.
Creating a new contact from the imported contact
Click New.
Go through all the fields and adjust the import as described above.
The customer is added to your Contact Register.
Read more about: