CRM
Import your data, find and view records efficiently, and connect related records together with notes, tasks, and associations.
10 articles
Import / Export
Managing Your CRM Views
- Search for Any RecordSearch rules, wildcards, and how to choose which fields are searchable.
- View, Sort, and Filter CRM RecordsUse the spreadsheet-style list view to manage many records at once.
- CRM FAQsCommon questions about sample data in a brand-new account.
- Rename Standard Objects in Your CRMRelabel Contacts, Opportunities, and Companies to match your industry.
Actions
- Use Notes on Contacts, Opportunities, and CompaniesKeep internal context on the record it belongs to.
- Link Notes to Contacts or OpportunitiesChoose exactly what a note is about so records stay focused.
- Connect One Task to Multiple RecordsLink a single task to a contact, its deal, and its company at once.