The CRM and Communications tabs work hand-in-hand to help you stay connected with your clients, guests, owners, and vendors.
The CRM stores all your contact details, making it easy to find, sort, and manage relationships.
The Communications tab is your hub for all messages, feeback, documentation, activity tracking, and more.
Everything you need to maintain professional, organized communication can be found in these tabs. Mastering navigation between these two areas ensures you can quickly find the right contact and use the right communication tool, without wasting time switching between unrelated screens.
👆Click the arrows below to interact with the menus.
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Best Practices
Always Start in CRM when you need to confirm contact details before sending a message.
Regularly Review Activity to make sure important messages haven’t been missed.
Associated Articles
Elevate Your Communication with the CRM
Initiate Communication