3.2 - Associate Contact with Other Records

3.2 - Associate Contact with Other Records

You can create a 360-degree view of the contact to display all the associated details, such as deals, open activities, relationships, invoices, history of the completed activities, attachments, and notes.


 

In the Contact Details page, you can update the following:

  • Open Activities: To add tasks and events

  • Closed Activities: To display all the closed tasks and events

  • Cases: To create cases for the contact

  • Attachments: To attach documents and notes

  • Notes: To attach notes to the contact.

  • Deals: To add deals to the account

  • Contacts: To add contacts to the account

  • Invoices: To add invoices to the account

  • Quotes: To add quotes

  • Campaigns: To associate many campaigns/Events to a single contact

  • Social Interactions: To view the Twitter and Facebook interactions associated to the contact and send messages, like posts, retweet, etc.

  • Zoho Sign Documents: If any of the contact types like Member or Sponsor signed the agreement form, then it will be listed in the contact module.


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