What are Contacts, Companies and Groups?
Updated: Sat, Jan 28th, 2017 @ 1:21pm
Kinesto provides a powerful CRM tool that allows you to track Contacts (individuals) or Companies and apply both to groups allowing you to keep track of them efficiently by assigning them to groups.
Contacts – These are individual CRM entries that specifically outline the customer you are speaking with.
Companies – When performing business-to-business sales you can track another Company as a CRM record.
Groups – Both contacts and companies can be assigned to Groups that allow you to quickly organize customers and target them correctly using the communication tool.
Tags: Companies, Contacts, CRM, CRM (Customer Relationship Management), Groups