Finding and Linking Contacts

AHAU 260 app, along with all its integrations, offers powerful finding and linking functionalities that enhance collaborations and simplifies workflows. By seamlessly integrating various apps used in offices, this feature allows users to connect objects and data across platforms, creating a cohesive work environment.

According to contacts, by linking your HubSpot accounts in the CRM section of your AHAU 260 account, you will be able to find and link contacts with tasks, making it easy to manage.

This functionality simplifies the process of finding CRM contacts by integrating with popular CRM platforms. Users can search for specific contacts, view contact details, and even initiate actions directly from the app.

This streamlines communication and ensures that all relevant customer information is easily accessible during project management.

To start searching either Projects, Tasks, Documents or Contacts, you have to click the magnifier icon (highlighted in Figure 1) and select which object you would like to search (Figure 2). After that, you can write your search query and have access to the object you were searching for, as well as the functionalities you can use after this search process.

 

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Figure 1

 

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Figure 2