The Relationship sidebar can be used to connect with your contacts/prospects in your CRM. You can easily connect with your contacts/leads/prospects in your CRM by following the simple steps below,
1. Log into your CRM and go to the contact page where you can see the contact details of your interest.
2. You will notice the purple ClientPoint icon on the right-hand side of your screen illuminating, click on that icon
4. Once you click the ClientPoint Icon, it will automatically detect the contact details through intelligent contact detection and you will be prompted to connect with the user.
5. Once you click on Connect, the relationship invite will be sent out to the user.
Have any questions? Please contact us at support@clientpoint.net