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      Main Masters - CRM, Units of Work

      Introduction

      You can input new or updated units of work which relate to the contact log export.

       

      To access CRM, Units Of Work:

      • Click Masters >Main Master >CRM, Units of Work (as shown in the below screenshot).

      •  You can view the current Units (as shown in the below screenshot).

      How to Add a New Unit of Work?

      To add a new unit:
      • Click on the '+ Add Unit of Work'.
      • Fill in the required details and click the green tick button to save the details (as shown in the below screenshot).


      How to Edit a Unit?

      To edit a unit:

      • Click on the edit icon.
      • Fill in the required details and click the green tick button to save the details (as shown in the below screenshot).