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Contact Relationship Manager

Contact Relationship Manager

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Domain

Core System

User Type

Member

Role

Program Admin

CONTENT PAGES

The Contact Relationship Manager (CRM) tool assists administrators in effectively managing contacts, relationships, and collaborative efforts across various programs. These tools streamline the process of storing and organizing contact information while facilitating the tracking of connections.

Get started

  1. Open EBS and log in using your credentials.

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  1. After that, you will be redirected to the EBS Homepage. Click on Core System.

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  1. Select CRM from the Core System dashboard or the left navigation menu.

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  1. The Person and Institutions browsers display the registered contact persons and institutions in EBS and the creation details.

Person

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Institutions

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Great job! You have navigated the CRM browser. The next step is to manage the contacts.