Record Management
How do I add tags to a record?
Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc. ...
How is the record limit of 50,000 calculated?
The record limit of 50,000 records includes the records in the Deals, Companies, Contacts, Tasks, Events, and Calls modules in these modules. There is no limit on the number of records per module. For example, you could have 40,000 records in Deals ...
Can I associate multiple contacts to a deal?
Yes, you can associate multiple contacts to a deal through the Secondary Contacts field. To associate multiple contacts Go to the Deals module. Click +Deal icon. In the Create Deal page, enter the relevant details. To associate more contacts, click ...