Boost.space Contacts Module: Managing Business Cases and Supplied Items

Within the Contacts module of Boost.space, you’ll find powerful features that help you manage business opportunities and supplier information. The Business Cases and Supplied Items sections provide valuable insights and facilitate seamless collaboration. Let’s explore these features in detail:

Business Cases: Tracking Open Business Cases

The Business Cases section within the Contacts module allows you to track open Business Cases associated with each contact. When you create a business opportunity in your sales workflow, it appears here.

Deatil information

In the Detailed Information section, you will find everything you need to effectively manage your work. This includes custom fields, comprehensive details about the company, its contact information, and the designated contact person. It serves as a complete overview of all the essential data, providing you with quick access to the information required for smooth and efficient operations.

The Business Cases feature within the Contacts module is interconnected with other Boost.space modules, facilitating seamless collaboration and data flow. For example, when you create a business opportunity, it can be associated with a specific contact in the Contacts module.  These connections ensure that relevant information is easily accessible throughout the sales workflow, enhancing efficiency and enabling you to make informed decisions.