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Contact Management
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Manage Contacts: Businesses
Maintain business contact information in a single repository
Store relevant information, such as industry classifications, revenue, GST classification etc
Bring up a list of all contacts related to a specific business
Store a departmental view of businesses if you are dealing with multiple departments
Store contact information for multiple locations
Pull up a list of all the activities relevant to a business – emails, appointments, tasks. Single click through to view them
Review all the opportunities relevant to a specific business
Attach businesses to groups for targeted marketing
Quick search for a business using the first few letters of their name