Contact Management

    Contact Management

  • Import your client or "Contact" data.
  • 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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