Support Site
Log in to TermSheet
Go to Customer Portal
CRM
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
Back to home
Support Site
CRM
Getting Started
FAQs
User Management
Best Practice Guides
Integrations
Deals
Deal Configurations
Portfolios
Properties
Tasks
Task Approvals
CRM
Contacts and Companies
Relationship Management
Dashboards & Reports
Report Builder
PDF Reports
Dashboards
Settings
Workspace Configurations
Users and Permissions
Task Settings
Imports
Integrations & Add-ins
TermSheet for Microsoft Outlook
TermSheet for Microsoft Excel
Sharepoint Integration
Dropbox Integration
Single Sign On (SSO)
Egnyte Integration
Custom Objects
iOS - Mobile App
CRM
Manage relationships with contacts and companies
What is the CRM?
Contacts and Companies
Add and Manage Contacts
Add and Manage Companies
Add Tags to Contact or Company
Add a Contact or Company View
Add a Deal from a Company
Edit "Add Company/Add Contact" Form
Add a Property from a Company
Add a Property from a Contact
Add a Deal from a Contact
Add or Edit CRM Layout Templates
See more
Relationship Management
Best Practices for Relationship Management
Log an Engagement
Add Note to Contact or Company
Follow Up on Engagements in the CRM
