Contact Management

The Velocity Supply Contact Management module allows you to keep track of your Customers, Prospects, Vendors, Sales Rep Offices, Individual Sales Reps, Employees and Jobs in one easy-to-use module. An unlimited number of “contacts” can be made for each contact type and you can keep detailed notes each time you contact you Customer, Prospect, and such. In addition to that, any note made for a prospect automatically gets moved to the customer contact log when that prospect becomes a customer!

VELOCITY Contact Management tracks all your contact needs

• Unlimited number of Contacts
• Manual or assigned contact id numbers
• Support for multiple address lines
• Automatically fills in city and state when zip code is entered (requires zip code module)
• Keep track of Customers, Prospects, Vendors, Sales Rep Offices, Individual Sales Reps, Employees and Jobs.
• Can keep track of Customer main location as well as an unlimited number of sites and departments.
• Keep a detailed log of all phone conversations, activities. Emails etc. for each account.