Full sizeA record. Click any picture to see it full size.
The top of the record shows their name, status and reference, with buttons to email them and add a task. Underneath, the tabs split everything into sections.
- Overview: the key details, people on the record and open tasks.
- Emails: every email sent and received.
- Everything: the full history, newest first.
Press Edit on any section to change it. The form opens in a panel on the right, so you never lose your place.
Try this in the playgroundYour own private copy of Business CRM, with sample data. Nothing you do is kept.
Open the playground