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Understanding Companies, Deals & People

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Maria Herrell
Updated 1 week ago

Quick Overview

  • Companies: Organizations or accounts your contacts are linked to.
  • Deals: Revenue opportunities—products or services you’re selling.
  • People: Contacts and leads tied to companies and deals.

What Are Companies?

Companies are the organizations you do business with. Each company profile gives you an overview of all related deals and people, so you can see everything in one place.
  • Aggregate view of connected deals and contacts
  • Strengthen relationships with post-sale Customer Management features (available for Develop and Grow users)
  • Streamline follow-ups and account management

What Are Deals?

Deals represent the revenue-generating opportunities in your pipeline.
  • Each deal is linked to a primary company
  • Track products or services you’re selling
  • Monitor deal progress from start to finish

What Are People?

People are your contacts—leads, customers, and business relationships.
  • Associated with both companies and deals
  • Keep all communication and history organized
  • Easily manage connections and follow-ups
Next: Add companies, deals, and people
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