Contacts
The people at each account, with tap to call and tap to email.
Each contact has a role (buyer, owner, accounts payable or other), a phone and an email, and one can be marked primary. On a phone, tapping the number starts a call.
When you log a call, you are asked who it was with; the primary contact is chosen for you. Each contact then shows when they were last contacted and by whom.
- Where
- On each account page, under Contacts. Add people one at a time or paste a CSV.
- Who
- Everyone who can see the account; owners, managers, branch managers and reps can edit.