Definition

A Circle is a set of Flags.

A Circle can be a company, a transversal working group, a professional organization or an association.

For example, a tennis club may be a Circle that brings together several Flags from different companies.

In a more traditional CRM, the notion closest to a Circle is that of "Account".

With Tags, you can classify or group Circles.

You can also associate Circles with different Spots.

Attachments can be linked to Circles.

Use

Data Entry

CRM - Edit Circle

 

Circle View

Circle Details

 

CRM - Circles Details

 

Circle Tags

 

CRM - Circle Tags

 

Circle Spots

 

CRM - Circle Spots

 

Circle Flags

 

CRM - Circle Spots

 

Circle Deals

 

CRM - Circle Spots

 

Circle Attachments

 

CRM - Circle Spots

 

Circles List

 

CRM - Circles List

 

Circle Fields

  • Field Name
  • Short Name
  • Phone Number
  • Website
  • Circle Email
  • Company ID
  • Legal and Financial Information Website URL
  • Activities

 

Metadata

Creation Date : May 3, 2019
Update Date : June 25, 2019
Version : 008

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