How do I View Objects Associated with My Contacts?

Updated on August 27, 2017 10:32PM by Admin

You can view the associated objects in "360" tab. For instance: If the lead gets qualified and it has been converted as contact, customer and opportunities. So the three apps that are associated with a contact such as Leads App, Contacts App and Customers App can be viewed using the 360 degree tab.  Lets check out the "360°"select-contacts tab to make the concept more clear.

Steps to View Associated Objects

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Select an existing contact to view associated objects.
  3. Click on "360°" to view associated objects.
  4. You can select you object from the drop down.For instance: associated leads for contact is shown in the image below.