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  5. Contact & Organization Pages

Contact & Organization Pages

The CRM account page contains all the information and interaction history. By opening the record, the sales rep can quickly find out when and what was done for the client and immediately plan new activities in a couple of clicks. 

For example, when you are on the CRM account page, you can create a new event, a task, an invoice, a project, and so on. 

How to Quickly Switch to the CRM Account Page

The account page can be opened anywhere in the system where there is a link to it. For example:

  • From the project list.
  • From the invoice page.

What does CRM Account Page include?  

The following information is displayed on the CRM account page:

  • category;
  • responsible employee;
  • contacts;
  • contact details;
  • all previous communication history: past and planned appointments, completed and current tasks, projects, estimates, received payments, emails, etc.;

For example, on the Invoices tab, there is a list of all issued invoices with payment statuses:

The Projects tab displays a list of active and archived projects:

From the CRM account page, you can go to the necessary invoice, opportunity, project, or task, simply by clicking on the name.

By clicking on the "Create" button, you can issue an estimate, invoice, create project, opportunity, task, email and event;

One contact can cooperate with different companies. And vice versa, when working with one company, you can cooperate with several people on different tasks. All connections can easily be reflected in the account card.

To create links, go to the company's  page and click on the Add relation button.

You can select an existing contact or create a new one.

When selecting a contact, the system will prompt you to specify the contact’s position or role in the company. This will allow the sales rep to understand on which issue, whom to contact.

To save the changes, click the Save button.

The contact page will display the company which you linked the contact to. On the contact page, in the same way, you can add any number of companies which the contact cooperates with.

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