Contacts, Deals, & Saved Lists
Whether you were working on the mobile or desktop version, Contacts pulls up a list of your most recent interactions with People or Companies so you can easily begin where you last left off.
- Contacts defaults to your Recent Person interactions. View Recent Company Interactions by simply selecting Companies just below the dropdown menu.
- Choose a saved People or Companies list from the dropdown menu to work off from since lists can only be created on the desktop browser.
- Call your contact directly by pressing the phone icon. After the call, you can log it as an activity and create a follow-up task. Add any additional notes about the call to follow-up on later down the road.
Deals will default to display your most Recent Deal Interactions. Click on a deal to open its profile page or work off a saved list by selecting one from the dropdown menu.