Contacts

Key Features

Build relationships with prospects and business partners.

Contact Centric

Contact Overview

Organization and contact overview(s) provide an up to date view of the contact including an overview dashboard, details, opportunities and tasks.

Client Overview

Details:

Capture Key Contact Details

Capture contact, name, addresses and other key information.

Simple Search

Use free text search to quickly find existing organizations and contacts that match the search criteria.

View Opportunities

CloudTime provides a simple view of active opportunities for each contact.

View or Create Tasks

View existing active tasks, or create a new task directly from an opportunity to have details populated automatically.