Embedded Files
Make the Call
Make the Call
Stand
Smile
Ask questions
Listen Carefully
Listen Carefully
Update the Contact record with pertinent information
Determine next step
Schedule a follow up in the Contact record
Contact Record
Contact Record
The Contact record that comes with Workspace has hidden magic in the Custom Fields. Use these to input any information that you want to track for your business.
Calendar Event
Calendar Event
Date specific information in the contact record shows on your calendar as an event, but with special attributes that shows the contact's phone number to call immediately and a quick link directly to that contact record for updating sales activities.
Calendar event pop-out window
CRM in Sheets
CRM in Sheets
Contacts CRM dashboard in Sheets lets you visualize and report on all the contacts in your business. Here you can sort and filter contacts by any metric and engage with important business contacts.
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