Bookings

Contacts, leads, and activity

Keep client records and booking progress together.

1. Open CRM and choose Contacts, Leads, or Organizations according to your permissions.
2. Create the contact with accurate email and phone information. Record consent separately from contact details.
3. Use the lead record to track its current stage and follow-up work. Review the activity history before making changes.
4. Open a contact and choose Create portal invitation to generate a private client access link.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.