Communicating with Contacts

To view contact's activities and transactions:

  1. Go to CRM > Contacts.

  2. Click the account you want to communicate.

  3. In the Activities tab, you are able to call, email, request a meeting, view tasks, create notes, and add events with the contact.

    Create a note for Activity Feed list.

View Transactions

  1. Go to CRM > Contacts.
  2. Select contact you want to view transactions.
  3. Go to Transactions tab.

There you can see the contact's Opportunity, Tickets made by the contact, Survey, Docs, and Billing via Hubshake.