Update Relationship Strenght Under Contact Directory
- Click on the Contact module.
- Hover the cursor over Star icons under Relationship Strength column and click on it as it highlights.
Related Articles
Update Relationship Strenght under Account Directory
Click on the Accounts module. Hover the cursor over star icon under Relationship Strenght column and click on it as it higlight.
Update Relationship Strenght under Prospects Directory
Click on the Prospects module. Hover the cursor over the star icon under the Relationship Strenght column and click on it as it highlights.
Customizing the Relationship Index in InsightsCRM
Access the Admin Module: Navigate to the Admin Module in Insights CRM. Select Relationship Index: Choose 'Relationship Index' from the available options. Update Weightage: Hover your mouse under the 'Weightage' section and manually enter the desired ...
Customize Column Selection Under Contact Directory
Click on the Contact tab. Click on the Column Selection icon (as shown below). Select or Un-select columns and click on Apply Changes.
Send Email to a Contact
User Log in to the IBCRM. On the Left sidebar, navigate to the Contacts module and click on it. Hover the mouse over the contact you want Email > A window will open showing Contact Details with its respective icons like Email and Phone. Click on the ...