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 2 months ago