|
CRM - Contacts Record. The StreetSmart
CRM Contacts Record is an easy to manage popup window
that overlays the CRM Opening Page or Contacts View.
The Contacts' popup has customizable fields that can
be modified based on how your company needs to organize
Contact information. StreetSmart CRM includes many default
fields as examples to help get your company setup and
using StreetSmart CRM immediately. Contacts Record popups
also include quick load pull-downs for categorizing
Contacts Records on the fly. Each Contacts Record popup
displays a set of tabs at the top. These tabs are used
to manage information relating to a particular Contact.
For example, notes, opportunities, edit history, scheduled
meetings and appointments, assigned tasks, uploaded
files and emails are all tracked from the Contacts Record
popup view. A powerful and streamlined approach to managing
Contacts at all levels of a relationship, making all
collaborative activity centric to your client.
|