Accounts and contacts new architecture
In this article, you will learn: How to add a new contact? To add more contact to the same account: To edit the contact: How
InsuredMine is SOC 2
Type II Certified
account 360
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
Open tracking details in the deal card, account 360, or contact 360
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
Intake Forms in Account 360
Intake forms will now be visible in the Account 360 section along with the Contact 360 section of the contact. Any intake form that has
