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3.5 Contacts

As with Leads and Companies, Contacts are also organized with filters and information cards. The main Contact information includes the relation with the respective Company. The relations menu can be used to access (and add) correlated data.

3.5 [1].PNG
Contact Detail

Organizational layout of related modules
Conversations Notes Activities (Calendar)
Tasks (Calendar) Messages Potentials
Touble Tickets Quotes Purchase Orders
Sales Orders Products Documents
Invoices Services Service Contracts
Projects Processes Visit Reports