The BridgedExchange web based CRM interface displays an intuitive look at daily calendar events, contacts, and clients. Input customized contact, client, and events that will immediately show up in your web based crm calendar. The web based CRM calendar information is universal throughout the web based CRM system, so every employee is viewing synchronized information if the user has access rights. Access client information and immediately update changes to profiles from within the web based crm application.
The web based CRM calendar also contains leads that were manually added to the system by an employee. The yellow box on a specific day within the web based crm calendar shows a list of clients while the red box with a red circle shows contacts. The web based crm calendar will also show events within the blue boxes to indicate special events. The blue box shows a list of events, meetings, call backs and a to do list for that day. Clicking on either the red, yellow or blue box will bring you to a more detailed view of the lead, client or event where you have the ability to edit, add and update the information from within the web based crm detailed pages.
Click on the next screen and view one of the ways to quickly start automatically generating leads with Bridged Exchange web based CRM.
