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.
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 |