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 a list of 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 a"Contacts attached to this case" block to each case file.
From this area :
- Link your contacts 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
