Deal
The deal
if they are not listed.
Add people on the company.
When you publish the linked proposal, your client can accept it online, the deal moves to Quote sent, and each time they open it shows here.
Company
The company
Mail from anyone at this domain files here.
New lead
A new person or company you have not worked with yet.
New contact
A person at a company you already have.
Task
Something to do, by a date, for someone.
Project
The job that starts when a deal is won.
Meeting
On the calendar, on the timeline.
Send for signature
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.