Prospect Management System (CRM)

Prospect Manager allows you to track the progress of your sales activities.

Importing User Data
Importing User Data To save time keying in individual user data from lists, you can import it into the database in user groups. Understanding User Grou...
Tue, 19 Sep, 2017 at 11:47 AM
Auditability
Auditability The system records activities that have taken place in the following ways: Prospect records added to the system Comments added to pros...
Tue, 19 Sep, 2017 at 11:49 AM
Revision History
Revision History V1.1 Salutation Show the “Display Name” (set on a user record) on prospect and user manager screens so you can use it as the pre...
Tue, 19 Sep, 2017 at 11:50 AM