Contacts
Contacts holds the people and companies you work with, connected to their needs, history and work.
Contacts is part of the same workspace as the rest of Bisbe, not a separate program to sign into.
If your firm uses Contacts, it is in your tabs. If your tabs do not show it, your firm does not use it.
Your Library and your contacts are kept apart on purpose — they are different things with different rules about who may see them.
Contacts
More in Contacts3 pages
- Log a visitLogging a stop, which means writing up a visit, walks you through it: where you are, the context, what came of it, a summary, and your sign-off.
- Quotes and stockAvailable (stock you can promise) and held (stock set aside for somebody else) are shown as two separate numbers.
- Account healthOpen an account’s health score and it comes apart into what it was worked out from, heaviest first, with the method said out loud.
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