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Component: CRM-CIC
Component Name: Interaction Center WinClient
Description: A type of initial inbound or outbound communication between business partners and agents. &EXAMPLE& Telephone call E-mail Chat Page
Key Concepts: A contact in the CRM-CIC Interaction Center WinClient is a person or organization that interacts with a company. It can be a customer, supplier, partner, or any other entity that has a relationship with the company. Contacts are stored in the CRM system and can be accessed by users of the Interaction Center WinClient. How to use it: The Interaction Center WinClient allows users to access and manage contacts stored in the CRM system. Users can search for contacts by name, phone number, or email address. They can also create new contacts and edit existing ones. Contacts can be assigned to specific users or groups for easy access and management. Tips & Tricks: When creating a new contact, it is important to enter all relevant information such as name, address, phone number, and email address. This will ensure that the contact is easily accessible and can be quickly found when needed. Additionally, it is important to assign contacts to specific users or groups so that they can be easily managed and tracked. Related Information: The CRM-CIC Interaction Center WinClient also allows users to access and manage customer accounts, opportunities, activities, and other related information. Additionally, users can access reports and analytics related to contacts and other data stored in the CRM system.