Companies and people
Use Companies for organisations and People for individuals and contacts. Contact methods and addresses keep the ways you reach them together.
A connected history
Activities, notes, documents, opportunities and cases can be linked to the relevant customer so the next person has context.
Ownership and access
Record ownership, public or restricted access and sharing controls determine who can see or change customer information.
Search and saved lists
Use search and filtered lists to return to useful groups of records without rebuilding the same view.