Articles
Beyond - Creating a Contact Record
Contacts
Who answers the phone when you call your Customers? Who are the hiring managers coming to you with new orders to fill? Who are the gatekeepers making it tricky to reach your intended recipient of e-mails and phone calls? These are yo...
Beyond - Managing Contact Interest Codes
What are Interest Codes? Within Beyond, you can use interest codes on a customer contact record to tag the contact with important information. This can be for sales purposes, industry info, the types of roles they staff, or anything else you may ...
Beyond - Deactivating Contact Records
Why Deactivate Contacts?
People retire, get promoted, or find a different job all the time. When an important customer contact leaves your customer, you’ll want to deactivate the contact record to ensure your teams aren’t calling someone who ...