Organize customer data smartly and track important relationships between entities.
Easily map the connection between contacts at an account and parent/subsidiary relationships between accounts. Track account and contact affiliations to show relationships between manufacturers and their reps as well as consultants and partners against vendors and customers. Affiliations is a powerful way to visualize how various accounts and contacts are connected to the deals you are working on.
Create custom fields to track data points that are important for your organization to manage accounts and contacts.
Organize your customer data intelligently and build more meaningful relationships.
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