You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has three contacts, and if you have added a task for any of the contacts, it will be displayed in the account 360 with each of the contact’s names.
Home » Knowledge Base » Accounts » Display of contact name in account 360 for tasks, notes, email, and text
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Display of contact name in account 360 for tasks, notes, email, and text
- June 23, 2022
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