Hour 12. Contacts and Activity Capture
In this hour, you will learn about contacts and associated activities. Additionally, this hour gets into the details of relating contacts to each other and to other accounts.
Capturing Contact Information
The Contact information is captured through the contact form which is separated into up to eight different tabs. We are now going to look at the default tabs within contact.
General Tab of the Contact
As introduced in Hour 2, “The Basics: The CRM Functionality Vocabulary,” a contact is a specific person. A contact also has related information, such as the ...
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