Content Comparison

Information

Add, update and maintain information about the company

Contacts

Create new contacts, plus anonymise, merge and move contacts

Pipeline log

See the pipeline log for all updates made to pipelines created against the prospect or client record

Activities

Create new and manage existing activities for the client or prospect

Conversation

Start a new conversation about the prospect or client and view past conversations with other employees

Profile

Assign a profile type and subject to a client or prospect record

Pipeline

View existing pipelines against the client or prospect, plus create and duplicate pipelines

Documents

Upload a document against the prospect record or create a new document from a template

Emails

Importedemails that have been saved against the prospect can be viewed here

Optional fields

Add and store comments

External references

If external references have been setup, they can be referenced here