Set up CRM, add customers and suppliers, qualify leads and keep relationship history.
Use CRM for the relationship history#
Keep a single record for a person or company and assign the relationship roles it actually has. One contact can be both a customer and a supplier. Leads use a pipeline stage, while notes and activities retain the history.
Purpose and workspace access#
Manage customer and supplier relationships, leads and activity history.
Available in Corporate workspaces. Confirm the active workspace before entering or sharing records.
Keep the active workspace, actual business requirements and current setup summary in view. A guide explains a choice; it does not make that choice for you.