FAQs in this section
What is One View?
What actions can I perform on organizations under One View?
What actions can I perform on deals under One View?

What actions can I perform on contacts under One View?

  • You can call, email, or send an SMS to a contact using the options under the More icon. Also, you can unlink a contact if he or she is no longer associated with an organization.
  • You can also open the contact record by clicking the icon displayed beside the contact name.
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