Contact Management

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The Contact management console is the main centre for dealing with customers. From here you can view and work with:

bulletCompany information
bulletMultiple contact contact details
bulletRecord communications history
bulletView and Raise quotations
bulletView status of existing and raise new orders
bulletView despatch notes and invoices
bulletHold Multiple delivery addresses
bulletHold Details of Discount structures
bulletHold invoice addresses 

A view of the main screen is shown below:

The Contact management console puts the most vital customer information in the hands of your sales team ready to win you more business. 

 

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Last modified: 03/29/08