Contact Management
Sales Hub · contacts you entered · introductions you keep
Everyone you uploaded or captured — even when they sit on someone else’s customer. Hand follow-up to another rep and they drop off this list; star the ones whose introduction is yours and they stay. Unresolved captures are in Relationship Resolution.
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The customer with a CE number stays. Everyone and everything on the other accounts moves under that master, and the extras are retired.
Hands follow-up to someone else. The company book does not move. They leave My people unless you starred them as your introduction.
Sends from your own Outlook mailbox, and the message below is what we keep as the note. If Outlook is not connected we open a draft instead, so nothing is lost.
Nothing is saved until you approve it. Edit any address before saving.
Updates the person record itself — everyone who knows this contact sees the change.