InterAction+™

Oct 15, 2022

Add a Task using the global Add button. View your Tasks from the Main Menu. Overdue due dates display in red. Opportunity details now include additional field titles (like Type and Stage) . Additionally, the Lead and Primary Contact are now listed. When you search for a contact, you can view only the People results or only the Company results. From either view, you can perform an Advanced Search. Option on contact overview page to share “My Contacts” with the firm by clicking on “Add to Firm”