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.

What’s Next