Contacts
MANAGE ALL YOUR BUSINESS CONTACTS
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Key data
- Business and Person contacts
- Multiple Addresses
- Address purposes
- Default business contact
- Default address contact
- Unlimited email addresses per contact
- Unlimited telephone numbers per contact
- Standard fields shipped in the box
- Person standard fields including (gender, age/birthday)
- Business standard fields include (sector, size, lead source, best days to contact, etc)
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Extended data
- Add Contacts Events
- Contact Financial data - how much to they owe pulled straight from your accounting system (may require integration)
- Auto link to companies house data
- Contact gallery for documents, links and images and movies
- Contact comments - fast and easy to use
- Contact rating
- Map contact
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Automation
- Contact creation rules and automatic task creation rules
- Add opportunity(ies) to contact
- Add service items to contact
- Add customer service tasks to contact sales order/item
- Add quotes/wish lists to Contacts
- Add Contacts to Data Lists and Queries
- Geo analyse contacts (map contacts with data and see Google street view)
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History
- View sales history of contact
- See complete history and all communications with a contact (email, SMS, calls and Tweets)
- See history in conversation (chat) chat view
