In a sales prospecting environment ensuring that all customer contacts are recorded is vitally important. This area allows you to create comprehensive notes for all customer interactions.
Notes tab
- Create an unlimited number of customer notes
- Different types of notes can be created by the user for example complaint, query or customer service
- Notes can be filtered according to the type, date created or author
Further detail
Related pages
Did you know...
The PRIAM database is virtually infinitely scalable and handles data in the most efficient way possible.