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.

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

 

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 : May 24, 2019
Version : 007