Company Addresses: Your accounts and prospects are set up as company addresses. Your contacts, all of the people whom your staff interact with outside of your organization, are organized with each company address.
Contacts: Your staff has the freedom to add and update contact data as needed. Your staff may also use the Contact Management functions to log sales and collection transactions as they are scheduled and completed.
Notes: A shared knowledge resource adds value to all of your accounts.
Diary Actions: Scheduled reminders help your staff close sales and make collections.
Mailing List: Direct access to accurate labels keeps your direct mail on target.
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