CRM management
- Contacts: search, create and update, including lifecycle stage and owner.
- Companies: find, create and update records by name or domain.
- Deals: create deals in the right pipeline and stage, then move them.
- Tickets: list, create and update tickets in any ticket pipeline.
- Notes and associations: log a note and link it to the deal or contact.
- Every portal you can access: one chat covers each client portal you connect.