A Contact is any business that is recorded in the CRM database. You can navigate to a specific Contact in a number of ways.

CRM - Finding Contacts

You should be looking at the Account (Business) whenever you’re interacting with them, and adding as much information as possible.

CRM - Managing Accounts

Understanding the various user roles and associated permissions in the CRM

CRM - Sales Areas, User Roles and Permissions

The CRM is only as useful as the data that is recorded in it. It's important to keep all contact information as up to date as possible.

CRM - Updating Contact Details

Tags are added to a contact as a way to identify a contact through an unlimited number of contexts.

CRM - Tagging Contacts

All interactions with a Contact (Business) should be recorded as an Activity.

CRM - Recording Activities

Tasks act as interaction reminders to make a callback, set meeting times, or check up on a Contact (Business).

CRM - Working With Tasks

Opportunities are a way to manage your deal pipeline, by tracking the status of an ‘Opportunity’ with a Contact.

CRM - Managing Opportunities

Campaigns are used to create bulk Tasks across a subset of Contacts, and assign those Tasks to one or many users.

CRM - Creating Campaigns

Michael Mulligan

Customer Relationship Management (CRM) Module

CRM Module

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