Posts by admin:
April 21, 2022
Posted on: 07 Sep 2022
New Features/Settings: Salesperson User Type A new User Type has been added within all accounts: Salesperson This new User type has settings and access limitations as follows: User type “Salesperson” can view and access only Contacts as assigned to them within the Contacts List and Pipeline. User type “Salesperson” cannot edit Action Plans. User type […]
April 7, 2022
Posted on: 07 Sep 2022
New Features/Settings: Customize Contact Name To customize the name of the Contact Types (Employee, Partner, Vendor and Other) within the account, visit the Contact Type tab in Settings. From the Contact Type tab, click on the Contact Type name you wish to edit and update the name accordingly. Click enter and the update is autosaved. […]
Contact Type
Posted on: 06 Apr 2022
Contact Types are used to segment various Contacts into logical groups for managing, reporting and sales. Additionally, you are able to create a unique Sales Cycle for each Contact Type. The System defaults to 5 Contact Types named as follows: Clients, Employees, Partners, Vendors and Other. Many Account Owners elect to rename the Contact Types […]