You can create a 360-degree view of the contact to display all the associated details, such as potentials, trouble tickets, open activities, history of the completed activities, attachments, and notes.
In the Contact Details page, you can update the following:
- Member Accounts: To add other divisions or subsidiaries to the parent account
- Open Activities: To add tasks and events
- Closed Activities: To display all the closed tasks and events
- Cases: To create cases for the contact
- Products: To add products for the contact
- Attachments: To attach documents and notes
- Notes: To attach notes to the contact.
- Potentials: To add potentials to the account
- Contacts: To add contacts to the account
- Sales Orders: To add sales orders to the account
- Invoices: To add invoices to the account
- Quotes: To add quotes
- Campaigns: To associate many campaigns to a single contact
- Social Interactions - To view the Twitter and Facebook interactions associated to the contact and send messages, like posts, retweet, etc.