Contacts - Word of the Day #3

Contacts - Word of the Day #3

Contacts are individuals associated to an Account with whom a company has done business with or might do business with in the future. They are the people in an organization with whom your company communicates with in pursuit of business opportunities. Some of these contacts may belong to different departments in a company or multiple contacts of the same company. CRM contacts are typically converted from qualified leads, imported from an existing list, or added individually.

A quick video on how to define a Contact!

Check out a few knowledge base articles on getting started and working with Contacts module.

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