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How do I communicate with a Contact from an Organization record?

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You can speak to, email, or send an SMS to any of your contacts associated with an organization record either in the List View or the Summary View.
From the List View
  1. Log in to the CRM.
  2. Click the Main menu.
  3. Click Essentials
  4. Click Organization. The List View displays the available Organization records.
  5. Hover over the organization record.
  6. Click on the relevant icon and get in touch with the contact mentioned.

From the Summary View
  1. Log in to the CRM.
  2. Click the Main menu.
  3. Click Essentials
  4. Click Organization. The List View displays the available Organization records.
  5. Click on an Organization record. The Summary View of the selected record opens.
  6. Click on the relevant icon on the top right of the screen and get in touch with the contact mentioned.

You can also:
  • Set up a reminder or notification to communicate with the Organization at a scheduled time and date. 
  • Attach/link various records like quotes, invoices, and service contracts to the Organization.
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