Companies and Contacts
This page provides a short guide for all companies and contacts views
Companies View
You can find all our clients and prospects here.

In the Companies view, you can select a company to see all related activity, including communication history, associated contacts, and other relevant actions.

Contacts View
You can find contacts here.

In the Contacts view, you can find the full communication history for each individual contact.
Each contact is linked to a company, and all related information can also be viewed from the company record.
