Can I associate multiple contacts to a pipeline record?
Yes, you can associate multiple contacts to a pipeline record through the Secondary Contacts field. To associate multiple contacts Go to the Pipelines module and the desired Team Pipeline. Click +PipelineRecord icon. In the Create PipelineRecord ...
How is the record limit calculated?
The record limit of 50,000 records (Express) and 100,000 records (Premier) includes the records in the Pipelines, Companies, Contacts, Notes, Tasks, Events, and Calls modules. There is no limit on the number of records per module. For example, if you ...
How do I add tags to a record?
Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. ...