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Business contacts

Attach contacts to your business

Category:
CRM
Availability:
Basic plan

Are you working on your business with internal or external stakeholders? Would you like to easily view contacts linked to a project and centralize information?

Use the"Business contacts" app to attach third parties involved in a business deal! 

 In addition to the person in charge of the case, record the "list" all the parties involved.

Link subcontractors or partners in your directory to a business deal. Designate and find the contacts and function of each player involved in the processing and execution of a business deal. 

Activating the app adds aContacts attached to this caseblock to each case file.

From this area : 

  • Link your Contact to a business: add a new account or call an existing contact from your directory
  • Designate the contact's role
  • Find the list of contacts involved in the case.
  • Add comments or notes

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