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- Company-wide view of all the activities
- Pinable fly-outs organize calendar items
- Multiple calendar views
- Filter out calendar activities by activity type (phone call, meeting, to-do, etc.)
- Filter out activities by priority
- View all activities assigned to a particular user
- Filter out all activities that are either completed, in progress, or cancelled
- User defined filters can be saved and reapplied
- Supports an unlimited number of leads and prospects
- Support for personal contacts
- Tabbed Contact Form
- Create activities and opportunities within the prospect or customer form
- Attach documents and other files for the prospect and contacts
- Activities can be assigned to individuals or teams
- Activity types include: To-do, Case, Meeting, Call and Callback
- Reminders can be set up to pop-up before the task is due
- Supports custom categorization of activity items
- Activity notes supports pictures and advanced text formatting
- Attachments can be added to activities keeping activity related information together
- Activities can be assigned to opportunities and campaign waves
- Callback buttons allow you to set up return and follow-up calls with just a single click
- Call activities features a timer to automatically and accurately record call times
- Meeting activities allows you to assign resources, check the availability of team members and automatically notify participants via email of new meetings
- Support for reoccurring activities
- Complete sales force automation
- Create and estimate opportunities
- Predict estimated revenue to be won or lost
- Relate sales quotes, email and other documents
- Include competitor details for comparison
- Add notes and view activities, communications and history
- Chart analysis of opportunities to see results
- Search form filters out open, won and lost opportunities
- Supports an unlimited number of custom fields
- Embedded Interprise word processor creates e-mail or documents that can be sent via e-mail or fax
- Audit trail tracks opportunity progress
- Create personalized text or HTML based emails and faxes to send to your leads, prospects, customers or suppliers.
- Selectively send emails or faxes to customers and prospects. For example, customers with good credit who bought a particular item
- Integration with your entire contact transaction history allows for better communication with customers allowing for better service, building loyalty and increasing sales
- Audit trail tracks campaign progress
- Included chart analysis of campaigns to decide on appropriate course of actions
- Search form searches active, completed and cancelled campaigns
- Campaign Form allows for an unlimited number of custom fields
- Open and save documents in rtf, html, doc (Microsoft Word), XML and TXT formats.
- Documents can be saved in Interprise Suite to be shared company wide
- Documents can be exported to adobe PDF files
- Easily create mail merge documents
- Integrated spelling and autocorrect options
- Built in templates makes mail merging a one step process
- Email dashboard (Incoming / Outgoing / Sent)
- Comprehensive email composer with spell check and autocorrect
- Read, reply, send or forward email
- Send mass email with mail merge; multiple file attachments
- Contact-related e-mails are stored in contact history, allowing you to view a company-wide record of all e-mail related activities
- Works with Interprise Suite user profile allowing the set-up of e-mail accounts with no additional work
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