Organizations, Contacts, and Activities

The ClientSpace lead management system is a sales-focused module, enabling salespeople to organize data about potential clients. With ClientSpace, you can automate processes, use the calendar functions, manage tasks, send emails, maintain notes about clients and discussions, and much more.

The first step in using ClientSpace for your lead management system is to add an Organization record for your prospective client. The next step is to add Contacts to the Organization, record Activities and schedule follow up activities. Activities are the critical element to managing the process.

Contacts and Activities are added using the Action Center, which becomes available after you add the Organization record.

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