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
Business
Business