Contact
Management |
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Build
your client records, identify companies and the
contacts who work in them. Profile your clients
using a comprehensive set of standard information
fields and add to these using ‘Custom’ fields
if required.
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Manage
your diary, schedule events, arrange meetings and
make sure you and your colleagues are always up-to-date.
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Make
sure you do what you need to, when you need to,
where you need to and track the progress of each
task as you do it. |
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Manage
and build your sales pipeline, optimise your sales
leads, follow them up and leave no stone unturned. |
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contact manager can
automatically create activities for a contact from
a number of events such as diary
entries, incoming or outgoing emails, letters sent
and many more. You can also manually create an
activity whenever you like, for example to record
a telephone conversation or note some work done
on behalf of the contact. |
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Let contact manager find
a date that everyone can make, invite the attendees,
make sure the meeting room
is free, send out the agenda and then distribute
the meeting minutes afterwards. |
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Manage
resources, people and tasks using the built-in
perpetual planners. Use them for the straightforward ‘Holiday
Chart’ or for managing complex campaigns.
Search for entries across planners to see if resources
are being used effectively. |
