CRM Insights Blog

Discover, Master, Perform – with the ADB ToolSuite

Tag: Tip

  • Test 2

    Contacts [web] – It is now possible to create Meeting Minutes directly via the contact, not just through the account. Additionally, you can edit or delete a Meeting Minute directly from the contact. You can also view all Meeting Minutes – both the ones you’ve created and those created by other users – in the…