Search

2018/04/15

What should I encode first: the contact or the company?

It's as simple as it sounds to you; our software allows you to use the workflow that suits you best.

However, if you need to link several contacts to a company, we advise you to first create the company and then create contacts on the fly.

Indeed, Simple CRM allows you to enter several contacts one after the other; this saves time, thanks to the button "REGISTER AND CREATE ANOTHER CONTACT LINK TO THE COMPANY".



No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)