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Knowledge Home | Functional Area | Contact & Organization |
What is a Contact
Contacts are individual person entities that you want to track. The main difference between a Contact and an Organization, is that a Contact is an Individual person entity, and an Organization is an Institutional entity, like a company.

For Contact records, you can store general information such as Name, Emails, Phone Numbers, Addresses and so on. You can also store related Opportunities, Sales Team, Relationships, Cases, Activities and Histories. You can use our flexible Custom Field feature to store any custom information. Last but not least, our Note system means that every Contact record has an associated mini BBS forum, that your sales and support team members can share documents, exchange ideas, do collaborattions.

Our Contact tab is the front page that lets you quickly display, create, search, and report on contacts. Our system let you create multiple Views, to display only the data you want to see, only the field you want to see.
 

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Type: Knowledge Base
Tag(s): QuickStart, Sales/Oppty
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