Sign in to continue
A logged interaction — call, email, meeting, note. Optionally tie it to an opportunity. Lives on the account.
You set the facts. Probability, GP% and run-rate are derived — no field for them here, on purpose.
People are person-level; the account holds them.
Firmographic facts.
You've made changes to this account that haven't been saved yet. Leaving now will lose them unless you save.
Create the account now; fill in revenue, contacts, opportunities and cultivation afterward from the account view.