Oct 17, 2015
Import your client or "
Organize your contacts by groups or smart groups.
Search your client database by any criteria
Display different fields (address, phone number,etc.) and sort your view by those attributes.
Define the products and sales stages in your own sales process.
Define the progress of each client in your sales process.
Add or review notes related to a given client.
In addition to your standard profile and demography fields, add your own custom fields that best
suit your business.
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