Overview of Contacts

MC Trade's powerful CRM (Customer Relationship Management) features allow you to not only track and manage your relationship with all of the organizations and individuals you work with, but also to manage your sales efforts within those groups.

Contacts Module

The Contacts Module enables you to keep extensive records on every interaction with your members and their employees, or the members themselves if you are an Individual membership structure.

Some of the key attributes of the Contacts Module include:

  • Creating your own Contact Types, so that you can record the different types of interactions you have
  • Identifying who you interacted with at an Organization, so that you can record the interaction at the member level but see which person you actually met with
  • Creating follow up tasks from a Contact so that future interactions are scheduled and assigned to you or other users
  • The ability to create Contacts manually or automatically, individually or in bulk
  • CopyMe, an additional service that dynamically creates Contact Records from emails your staff send through 3rd Party email systems like Outlook or Gmail.

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