- Your IT department can filter records for you in as little as three hours from the time of your request.
- You can search for exact record matches and sort the results alphabetically or by the date they were created.
- You can filter your records by using simple command line prompts.
- You can filter the records you have access to in real time based on values contained in their contact properties.
You’ve been researching XYZ Inc., and you discover that someone at the company has viewed your pricing page, so you give them a call. You talk to the receptionist, Johnny. You ask who in the company might be investigating your solution. Johnny says he doesn’t know for sure but that he can ask around and get back to you. He also says that Mariah Opensky would probably be the person to make that decision, but she’s currently on vacation. What’s the BEST way to record this in the CRM?
Add a note to XYZ Inc.’s company record describing the call, but don’t add any contacts until you know for sure who was viewing your
