The Contact record sits under a Division record and is where Leads, Problems and Quotes, among others can be created. 

From a Contact record you are able to view all Leads, Problems, Quotes etc. which are under the Contact.

Selecting one of the tabs on the left hand side will show any records created at any level of the hierarchy under the Contact.

Additional records can be created from a Contact and this is done by selecting the + icon on the right hand side. 

 For more information about the Contact record please see our video below. 


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