In most cases, you will only see Conversations going on with the Contacts that you are assigned to. However, in some situations, multiple Users may all have access to see all the Conversations that are going on with all the Contacts. This can lead ...
The "Activity" within a Contact record gives you a path and a timeline of how that Contact came into your system. You won't typically use this, but we track it to keep tabs on a variety of performance statistics behind the scenes.
From Conversations, you can easily see a Contact's highlights (like name, phone, and email) as well as click to go directly to their full contact record.
The Likeable Agent system is smart enough to move Opportunities through the first few stages of a pipeline automatically. Here's how and when it does that as well as what to do if you want to manually move an Opportunity yourself. If you move an ...
There are 3 tabs within a Contact's record that give you an easy snapshot view of the main things you want to know about them and this video goes over those.