Use company and contact 360 views and link a PVology organization
Short answer: Open a company or contact to see everything in one place: details, people, open pipeline, won revenue, activities and the full timeline. If the company uses PVology, link its PVology organization to see that it is a PVology customer and any open support requests.
Verified for PVology 0.30.0 · updated 2026-10-11
Steps
- Open CRM → Companies (or Contacts) and open a record.
- Read the summary at the top: account health, last engagement, next action, open pipeline and won revenue.
- Filter the timeline by Email, Calls, Meetings, Notes, Tasks, Sales, Support or System.
- On a company that uses PVology, search for its PVology organization and choose Link. Choose Unlink to remove the link.
- On a contact, mark the decision maker and record an email opt-out when someone asks not to receive email.
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