Communicating
This page shows you how to talk to prospects and keep the full history on each lead and deal. Everything you do here lives in the record’s activity center, so nothing is lost and anyone can pick up where you left off.
Send and receive email directly from a lead or deal — no switching to a separate inbox. The whole thread stays attached to the record.
- Connect your work email once (under Settings) so messages flow both ways.
- Use email templates for the messages you send again and again, so you move faster and stay consistent.
Log a call against a lead or deal so the team can see who spoke to whom and when. With a phone integration set up, call details can be captured automatically.
Add a task with a due date so a follow-up never slips. Assign it to yourself or a teammate, and it shows up on the record and in your to-dos.
Notes and comments
Section titled “Notes and comments”- Notes capture useful information about the prospect (what they care about, key dates).
- Comments are for your team — an internal aside on the record that the customer never sees.