Business Contact Cross Functionality

Documents

Business contact-related documents like NDA, contracts, agreements, diagrams, etc can be saved in the Documents tab under the contact profile. You can reference these documents and have them viewable by your team members.

Navigation Reference: Teams → Business Contact → Documents → Add Document

Data Sets Configuration

The business contact profile exposes configurable data values that can be updated in Business Settings. Business contact status is part of the global data sets.

Tagging

Tagging is a free form of adding data to a business contact profile and can be used strategically to group contacts for various reasons that can be utilized by your revenue operations, sales marketing, sales, etc.

Navigation Reference: Teams → Business Contact → Contact Details → Tags