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PERQ CRM Updates
Main Contact Screen Field Updates
Main Contact Screen Field Updates

Fields within the Main Contact section have been changed within the PERQ CRM

Updated over a week ago

In the previous Main Contact Screen view, the following fields would automatically appear: Address, City, State & Postal Code Those fields have been removed.

Those fields have been replaced with: Contact Created At, Most Recent Deal Created Date and now shows the date & time created.

Please Note:

We will continue to store Address, City, State & Postal Code within the Contact Record, and the new fields, along with the address information, will export from the CRM.

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