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How to Add a New Household, Contact, or Company
You can add Contact and Company records to the system on the Contacts workspace. Best Practice: Whenever you add a Contact, Create the Household first unless it is to be added to an existing Household, even for single individuals. Add a Household and ...
Hierarchy tab
The Hierarchy tab displays the relationships between one Household or Contact and others. Each name listed acts as a hyperlink to that record. The Hierarchy tab has two sections: Company and Household. The Company subtab displays all the ...
Summary Tab
The Summary Tab does what its name implies: gives a summary of what you will find in the rest of the record. Bio Card This is an editable field used to contain the information you want to be accessible as easily as possible; Things you always want to ...
Activities Tab
The Activities Tab The Activities tab contains a data table that displays all of the following that are related to the entity Schedule Items Tasks Documents Email records To view different types of activities related to the selected entity, filter ...
Opportunities Tab
The Opportunities Tab The Opportunities tab displays opportunity records associated with the selected entity. An opportunity represents a potential sale of one or more products to a client. Each opportunity has a predefined set of stages and items ...