Track activities and conversations with prospective or existing customers. Build a reference base of their interests, needs, activity level, and stage of development, as well as latest date and next call back date. Display and update prospect information while talking to them on the phone.
- Up to nine promotions with dates and status codes
- Create custom reports with Crystal Reports software (included)
- Daily reports of prospect activity
- Log up to 99 pages of text notes per sales lead
- Seven search options with scan/select windows to easily locate records
- Customize screen-15 user defined fields available
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