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Associate Leads
As qualification of leads is the focus, associating various records with the leads is the next step. You may need to associate leads with other records, until the lead reaches a certain stage where it can be converted to Potential as per your ...
Associate Tickets
You can create a 360-degree view of the Case to display all the associated details, such as potentials, cases, open activities, history of the completed activities, attachments, and notes. In the Campaign Details page, you can associate the following ...
Associate Accounts
You can create a 360 degree view of the account to display all the associated details, such as contacts, potentials, trouble tickets, activities, attachments, and notes in a single view. In the Account Details page, you can update the following: ...
Associate Invoices
You can associate an invoice with the other records such as, activities, attachments and notes. Open Activities: To add tasks and events related to invoices. Closed Activities: To display the completed activities. Attachments: To attach documents. ...
Associate Contact
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 ...