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The related Records tool can be accessed from the User's View Page to view records owned by this user such as Opportunities, Contracts, Contacts, Accounts, Cases, etc. This tool is particularly useful when your employee leaves the company or gets promoted and records need to be managed or transferred to another user.

Salesboom On Demand CRM continues to provide its users with the tools they need to monitor and track their work in real time, without having to dig it all back up again. With this new report, Contracts by User, Salesboom On Demand CRM groups the pertinent information that each user needs to have available at all hours of the day. Salesboom Hosted On Demand CRM is industry leader for many reasons, none more so than our continued attention to providing customers with the On Demand CRM tools needed to maintain a competitive edge.

 

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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