Companies, contacts, and activities
Maintain CRM companies and contacts, log activities, and use the management hub.
Companies and Contacts are the organisations and people you sell to in CRM. Activities are tasks, events, and follow-ups.
Management Hub
CRM > Management Hub is a shortcut page to Leads, Pipeline, Quotes, Orders, Activities, Companies, Contacts, and Targets.
Companies and contacts
- Go to CRM > Companies to add an organisation
- Go to CRM > Contacts to add people and link them to a company
- Use Source and tags so you can filter later
When you convert a lead, a customer (and related CRM records) can be created for sales.
Activities
- Go to CRM > Activities
- Log a call, meeting, task, or follow-up against a lead, company, or contact
- Complete or reschedule from the same list
You can also add a lead, contact, event, task, company, or project from CRM > Dashboard.