Contacts

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Contacts represent people at Accounts. Someone being a Contact does not convey information about the relationship between your company and the Account.

Contacts in MonetizeNow are synced bi-directionally to/from your CRM:

  • Contact object in Salesforce
  • Contact object in HubSpot

To create a Quote, MonetizeNow requires selection of at least 1 Contact to be the recipient and signer of that Quote.

Updated 5 months ago

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