Deal
The deal
if they are not listed.
Add people on the company.
More info
When you publish the linked proposal, your client can accept it online. The deal then moves to Quote sent. Each time they open it shows here.
Company
The company
Mail from anyone at this domain files here.
Separate with commas.
More info
Mail from any of these domains files here too. Their people's own addresses count on their own.
New lead
A new person or company you have not worked with yet.
New contact
A person, at a company you have, a new one, or none yet.
Task
Something to do, by a date, for someone.
Recently deleted
Kept for 30 days after the delete, then removed for good.
Project
The job that starts when a deal is won.
Meeting
On the calendar, on the timeline.
Send for signature
More info
They get a link, read the document, type their name and tick a box. Time, name and a fingerprint of the file are recorded. Both of you get a copy.
Log an activity
A call, a meeting or a note, against a deal or a company.