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Administrators can build a custom sales process for employees so that customer history, sales forecasting, and pipeline reports are easily generated. This will help your employees close a deal much faster with better records. CRM users have multiple avenues for upselling to individuals on the phone or through email. Simply use the Steps and Actions associated to the sales process created by the administrator of the account to track the customer's history through the whole sales process. The administrator sets up every aspect of the sales process.
MYclients - In this section users can search for clients that are in the application by date range, keyword, category/subcategory, and number per page. Clicking the icons located to the right of the record will result in a popup window that makes it possible to manage the information associated to the client. In the detail view, users can upload documents and images, as well as create associated links.
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