Do you want to keep track of email correspondence, documents or notes for your relations? There are several options for this. At CRM, Sales and Project level you will see the tabs ‘Workflows’, ‘Documents’ and ‘Timeline’.

You can use these for different purposes.

These are all workflows linked to the relation. This way you can keep a clear record of all actions that have been carried out.

Under documents you have the option to record all important documents related to the relation. Think of agreements or other documentation you want to use.

The timeline includes all activities and correspondence recorded for this relation in chronological order. You can easily record notes, but you can also forward email correspondence to the timeline by BCC’ing to the email address listed with the timeline.

If you record information on the timeline in the Sales or Projects module, it will automatically also be recorded on the timeline in CRM, so you always maintain the overview here.

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