AXL Knowledge Base

Contact card

Articles in this section: 17

Contact card

Detailed information about contacts in CRM

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Contact Profile

Customer profile descriptions in the Contact's general information section

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Membership portal account

Description of the Account in the school in the General information section of the contact

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Contact tasks

Description of tasks in the General information section of the contact

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Responsible

Description of the responsible tab in the General contact information section

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Messengers

Description of the Messengers tab in the General Contact Information section

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Access and Products

Description of the Access & Products tab in the Contact General Information section

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Contact Deals

Description of the Deals tab in the General Information section of the contact

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Story

Description of the History tab in the General contact information section

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Training in the contact card

Description of the section "Training" in the contact card

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Tasks in a contact card

Description of the section Tasks in the contact card

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Orders in the contact card

Description of the "Orders" tab in the contact card

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Webinars in the contact card

Description of the "Webinars" tab in the contact card

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Scenarios in the contact card

Description of the "Scenarios" tab in the contact card

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Quizzes/Forms in the contact card

Description of the "Quizzes/Forms" tab in the contact card

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Affiliate program in the contact card

Description of the "Affiliate Program" tab in the contact card

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Gamification in the contact card

Description of the "Gamification" tab in the contact card

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