From this menu you will create Preferred
Contact Method for e.g. Email, Mobile etc which will be populated in the Preferred
Contact Method drop down menu while creating leads. Unless you create the Preferred
Contact Method here, it won�t be visible in the drop down menu while
creating the leads. To do this, follow the instructions below:
18.7.7.1 Click CRM>Set Up>Preferred Contact Method as
shown in figure below.
Figure 18.7.7a
18.7.7.2 Enter the preferred contact method you want to create for
e.g. Traditional Post in figure 18.7.7a. Figure 18.7.7a should now
appear as shown in figure 18.7.7b.
Figure 18.7.7b
18.7.7.3 Finally click in
figure 18.7.7b. Recently created preferred contact method will
appear in the list as shown in figure 18.7.7c.
Figure 18.7.7c
Note: You can delete the Preferred Contact Method
by clicking  icon
in figure 18.7.7c.
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