What is Contact?
What is a Contact? Contacts are one of the main record types of the CRM. But for you, contacts are real people with whom your company or organization has a relationship. What's the difference between a lead and a contact? This is a great question, especially because the fields that make up leads are very similar to the contact fields, like: First Name Last Name Address Email Phone Organization
What is a Lead?
What is a Lead? Leads are one of the main record types of the CRM. But for you, leads are people. People who might turn into valuable business for your company or organization. What's the difference between a lead and a contact? This is a great question, especially because the fields that make up leads are very similar to the contact fields, like: First Name Last Name Address Email
What is an edit record page?
What is an edit record page? In the CRM, you can edit records on Edit Record pages. Each of the record types has its own dedicated edit record page. These pages are simple forms that contain the fields of the record you're editing. These pages are almost identical create record pages, with the exception being that: When the edit record page loads, all of the existing field data for a particular record will be recalled
What is a record detail page?
In the CRM, you view records on Record Detail pages. This will include: All the field information for the record Messages related to the record Documents directly attached to the record Lists of records that have been related to the record Tags associated with your record How is the layout of the fields determined? Each of the individual records in the CRM has its own dedicated record detail
What is a record?
A record is just a collection of facts, data or information that is treated as a single unit. Imagine filling out a spreadsheet with a few columns. These columns have names: Employee Name, Hire Date, Department, etc. Each person you added to this table would be a new row. Maybe you have one spreadsheet for People, one for Organizations, one for your Todos. Each one of these spreadsheets makes up