Standard Contact views
Contacts and associated details are primarily displayed in two locations:
- Contact list overview page
Click on the Contacts tab in the top menu bar > this populates a list view of all Contacts within the CRM.
- Contact profile page
Click on any hyperlinked Contact name throughout the system to access that Contact's profile page.
Contact glimpses throughout the system
Contact business card hover over
Easily preview a Contact's standard details by hovering over the hyperlinked Contact name. The values listed in this view, such as email address and social media accounts, are hyperlinked for quick action. This saves time clicking and switching between pages.
Navigate to any hyperlinked Contact name within the system > place mouse cursor over the hyperlink (hover, not click) to view the quick access business card.
Connections are used to establish relationships between contacts and other Modules within the CRM. Easily view all Contacts connected to a Module (Contact, Opportunity, Custom Object, Product) via the Contacts tab on the Module's profile page.
Navigate to a Module's profile page > click on the Contacts tab within the profile page > displayed are all contacts connected to this Module