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Contact Management


This is where you would manage your customers, vendors and partners information. Customers, vendors and partners are each considered separate contacts. You can:
  • Add, edit or delete contacts
  • Keep track of all communications (email, phone ...) for each contact
  • Automatic event tracking (Service tickets, purchase orders...)
  • Add attachments (resumes, contracts, pictures...) to contacts
  • Send emails to contacts from within the application
 

Partner Management

In addition to what you can do in the Contact Management portion, you can also manage your relationship with your partners. You can:
  • Track partnership level
  • Track leads provided from and to partners
  • Track partners skill levels
 
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