Deals and Contacts in CRM

Front Page Forums CRM Deals and Contacts in CRM

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    • #15242

      I have been looking at the demo and I was wondering why the Leads add-on does not update the contact info in the CRM module with the Leads data. When you look up a contact you will find no info that was made in Deals? I don’t understand why the info is kept separate.

      If a employee A is a sales rep and logs an activity in Leads, how will employee see B who does not work with leads know a sales rep had an activity with a customer? When employee B logs a phone call, employee A can’t see that call in Leads?

      Why is that?

    • #15382
      Shawon Chowdhury


      The logs (email, meeting etc.) are counted differently as the purpose are different actually.
      So, the logs related to Deals will be visible separately.

      Thanks 🙂

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