CRM tab (Quote)
In the Customer Relationship Management (CRM) tab, you can create, plan, and review CRM-related actions concerning this quote.
Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.
To create new project-related activities, click on the buttons above the CRM table. From this tab, you can send an e-mail from scratch or a template, save an e-mail to this client as a template, create a memo, log a call, or plan a task or an event. For details, see the Add a CRM activity guide.
To find a particular activity or narrow down the CRM list, use the filters on the left. Select the required filter criteria and then click the Search button.