1. Choose a business-controlled account
Apply this idea directly to contact management and record the result for your business.
Email and Productivity · Page 42 of 94
Contact Management
Use Contact Management to communicate professionally, protect business information and keep commitments organised.
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What you will learn
2. Write and schedule clear communications
Apply this idea directly to contact management and record the result for your business.
3. Protect access and customer information
Apply this idea directly to contact management and record the result for your business.
4. Create a repeatable administration routine
Apply this idea directly to contact management and record the result for your business.
Step-by-step practice
Step 1. Confirm the correct business account for Contact Management.
Step 2. Review security and recovery settings.
Step 3. Create a safe sample item.
Step 4. Test the workflow from another device or account.
Step 5. Document ownership, backup and support details.
Use safe practice data: Do not enter passwords, private customer information or confidential business records into an unapproved tool.
Good-practice checklist
Never share account passwords
Use multi-factor authentication
Keep messages concise and action-focused
Review access when staff or suppliers change
Record who owns the next action
Set a date to review this work
Check the result on a mobile device
Ask for specialist advice where required
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