Overview
When you are pursuing a lead or a deal, the Company or the
Organization in which the the Client works is referred as
Organization Contact. In certain sales departments, it is also
alternatively termed as Accounts
What does it contain?
In ToolsonCloud CRM, Organization contact captures a lot of
data points which can help you close a deal faster.
- Organization Contact page displays the list of deals which
you are actively working on with that organization or would have
worked in the past.
- It shows the list of Client contact person who work in the
organization with whom you have interacted in the past
- You can find the list of historical comments you or your
team member had added while researching about the organization.
- Apart from those, you can find the address details of the
Organization, metadata information such as team member who added
the contact and the date when it was added or last modified, value
of deals won, etc
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