Question

• How do I audit Contacts?
• How to mark a Contact as Audited in Restoration CRM™ 

Answer

Auditing contact records is the second audit priority after Jobs and before Organizations/Companies

1. Select the Contacts module
2. From your views list select the To Be Audited (Priority) view
3. Are there any priority (red) records?
   • If ‘no’ proceed to the Organizations module
   • If ‘yes’ go to step 4
4. Review the new priority records. Each record must contain the following
   information: Type, Company Name, and Contact Name
   • If the organization type indicates the opportunity for referrals influenced by relationship then the Phone Number, Address, City, State, and Zip/Postal Code fields must be included prior to the record being marked audited
5. Does the record currently have an owner listed in the ‘Owned By’ field?
   • If ‘yes’ proceed to step 6 
   • If ‘no’ do you know who should own that relationship?
     • If ‘yes’ select the record and use the ASSIGN option from the Contact
        Module menu to assign it to the correct person
     • If ‘no’ (or if it is not going to be marketed to) you may skip this step. Ownership can be assigned through the SMTC process if required.
6. Does the record contain all of the required fields?
   • If ‘yes’ you may mark it audited
     1. Select the record
     2. From the Contacts Module menu select Mass Edit
     3. Select the Field ‘Audited’
     4. Set the Value to ‘yes’
     5. Save (the record will be removed from this view)
   • If ‘no’ determine who in your company can provide the information to you
     1. Select the record
     2. From the Contacts Module menu select Mass Edit
     3. Select the Field ‘Info Requested From’ 
     4. Set the value to the name of the person in your company you have
         requested the information from
     5. Save
     6. Speak to the person in your company who will be providing the information to you and ask that they secure the information for you in the next 3 days
7. Repeat for each new priority job record
8. Revisit pre-existing records where your information has been updated and is now complete. Mark them audited
9. Revisit pre-existing priority records where you are waiting for information
   • Has the information been provided to you?
     • If ‘yes’ enter the information. If the record is now complete it may be marked audited
     • If ‘no’ speak with the person you requested the information from and ask them for assistance in getting the information once again. Contact information may not be marked audited until it is complete.

Related Articles:

• Auditing Jobs
• Auditing Companies

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.