00 Day
00 Hour
00 Min
00 Sec

Deals and Contacts in CRM

Home Forums CRM Deals and Contacts in CRM

Viewing 1 reply thread
  • Author
    Posts
    • #15242
      SebastienK
      Participant

      I have been looking at the demo and I was wondering why the Leads add-on does not update the contact info in the CRM module with the Leads data. When you look up a contact you will find no info that was made in Deals? I don’t understand why the info is kept separate.

      If a employee A is a sales rep and logs an activity in Leads, how will employee see B who does not work with leads know a sales rep had an activity with a customer? When employee B logs a phone call, employee A can’t see that call in Leads?

      Why is that?

    • #15382
      Shawon Chowdhury
      Moderator

      @SebastienK,

      The logs (email, meeting etc.) are counted differently as the purpose are different actually.
      So, the logs related to Deals will be visible separately.

      Thanks 🙂

Viewing 1 reply thread
  • The forum ‘CRM’ is closed to new topics and replies.

Contact Us

Reach out to us for any inquiry

You must enter full name
You must enter email
You must enter message

We received your query

We will reply to you very soon :)