Customer information

• Adding a new company

• Adding a person without a company link

• Building a company team

• Deleting company or person records

• Importing contacts and email messages from Exchange Online

• Methods to add new information

• Reassigning a person to a company

• Recording consent that you may send marketing materials

• Territory management

• Updating an existing company

• Validation errors

• Viewing contact history

• Working with duplicates

• Working with notes

• Working with relationships

• Using tags