Contacts
Maintains a complete information on prospects or contacts
Tracks unlimited calls, meetings, emails and to-do
Lookup features will find anyone
Customer Relatioship Management supports the sales and marketing process
Keyword searches to find information included in Activity and Notes
Import customers from Sales module into contacts
Convert contacts from Contacts module into customer instantly
Comes with over 70 reports for phone lists, activity reports and meetings
Contact table
The main contact maintenance function is where you record all the characteristics for each contact or prostect you will keep track in your system.
A complete CRM module where you can add on the fly User Define Fields (UDF) for the folowing:
Position
Department
Source
Status
Last Result
Activities
You can record all the activities related to your contact.
There are four basic types of activities or tasks:
Calls
Email
Meetings
To-Do
Activity Set Up
When the activity edit window is shown, either by creating a new one or by modifying an existing one.
There are three pages or tabs:
Activity
Notes
Settings.