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Companies, Deals & People

Maria Herrell
Updated 1 year ago


The organizations or accounts that your people contacts are connected to. Company profiles provide an aggregate view of the Deals and People that you have permission to view. Develop and Grow users have Customer Management features to strengthen the post-sale relationship.


The revenue-generating opportunities in your sales pipeline. Deals represent the products or services you are selling. Deals have a primary company that they are associated with. 


The contacts and leads associated with companies and deals. People are your business relationships.

Lists of your Companies, Deals, and People are located within the tabbed navigation at the top of your screen. They can also be found using the Search button located in the upper-right corner of your screen.

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