Which all Companies are displayed in the Companies pool?

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  The tasks under the following categories will be displayed in the companies pool of the user: Tasks which are created by the user. Tasks which are shared with the user.

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  The following Contacts will be displayed in the user's screen: The Contacts shared with the user. The Contacts created by the user. The Contacts reassigned to the user.

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• What Are Smart Lists?

  Smart List are filtering conditions that can be saved by a user for later use. There will be many filters which will be used very frequently by the sales people. The leads which are open, leads created by a specific user, Contacts created in last 30 ...