Contacts Journal Crm 3.3.3 Guide

: Create follow-up lists and reminders for each contact with optional alerts and calendar integration.

: Store images, PDFs, and scanned documents relevant to specific interactions or contacts. Contacts Journal CRM 3.3.3

: Automatically geo-codes contact addresses to visualize them on a map, which is useful for route planning and identifying nearby opportunities. : Create follow-up lists and reminders for each

: Define your own data points—such as "Status," "Deal Value," or "Birthday"—to extend standard contact profiles. " "Deal Value