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This entry is part 3 of 3 in the series All About Contacts

This entry is part 3 of 3 in the series All About ContactsComments are a quick way to track some remarks about a Contact, for example, skills, training classes, licenses, etc. Other users may be able to view the Comments…
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Types of Contacts

This entry is part 2 of 3 in the series All About Contacts

This entry is part 2 of 3 in the series All About ContactsPeople in sfPMS are assigned one of the following types: Customer:  people who are linked to Customer companies. Vendor:  people who are linked to Vendor companies. Other:  people…
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