Difference between revisions of "People"
Ashley DeBon (talk | contribs) (→Companies) |
Ashley DeBon (talk | contribs) (→Companies) |
||
| Line 16: | Line 16: | ||
== [[Companies]] == | == [[Companies]] == | ||
| − | + | See your CRM organized by company, not as a flat contact list. Each company groups its accounts/contacts so you can find the right business, see who works there, who owns the account, phones, last contact, and take action (edit, call, task, opportunity, route) without leaving the company view. Use this when you sell or support by business name and need the full company → people picture. | |
More Info: [[Companies]] | More Info: [[Companies]] | ||
Revision as of 06:24, 16 July 2026
This tab is where you find, edit, update, and create contacts. Your company directory is also located here. Managers have additional options for adding users.
Company Directory
Managers can view their employees and security settings from the Company Directory. Employees can be added and current employees can be deleted or disabled.
More Info: Company Directory
Companies
See your CRM organized by company, not as a flat contact list. Each company groups its accounts/contacts so you can find the right business, see who works there, who owns the account, phones, last contact, and take action (edit, call, task, opportunity, route) without leaving the company view. Use this when you sell or support by business name and need the full company → people picture.
More Info: Companies
Contacts
Add, edit, view, search, sort, and export contacts from the Contacts option. Exports will create csv files based on your search criteria.
More Info: Contacts
