Crm 3.2.9 — Contacts Journal
: Attach images, PDFs, and scanned documents to contact profiles. Users can also create hand-written notes or sketches directly within this section. Organization and Customization
: Automatically geo-codes contact addresses to visualize them on a map, allowing professionals to plan meetings based on proximity. Integration and Workflow Contacts Journal CRM Contacts Journal CRM 3.2.9
: Categorize contacts with labels like "Investor" or "Leads" to filter large databases quickly. : Attach images, PDFs, and scanned documents to
: Record detailed notes for meetings and calls. The app features Auto-Logging , which automatically creates a timestamped entry when you initiate calls or emails through the interface. : Attach images
: Extend contact records by defining specialized data types, including:
