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Contacts & Lead Management

Working with people and companies — managing contact records, custom fields and custom objects, the unified activity timeline, and how inbound leads get scored and routed to an owner.

4 guides in this section

  1. 01

    Custom Fields & Custom Objects

    Extend your CRM with custom fields and user-defined objects

  2. 02

    Lead Routing & Scoring

    Automatically route and score incoming leads to the right sales reps

  3. 03

    Unified Contact Timeline

    View every touchpoint with a contact in one chronological feed

  4. 04

    Managing Contacts

    Add, organize, and manage your contacts effectively