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  1. MC Trade
  2. Contacts and Sales

Contacts and Sales

Manage the relationships with your members and prospects and provide an exceptional buying experience. Import new prospect lists seamlessly as profiles. Identify and target your best prospects. Personalize your communications for effective campaigns Track sales opportunities from prospecting to close.

Configuring your Contacts and Sales Opportunity Module

  • ★ Create Contact Types (browser version)
  • Manage Probability Codes
  • Manage Lost Reason Codes
  • Manage Source Codes

Using your Contacts and Sales Opportunity Module

  • ★ Overview of the Contacts and Sales Modules
  • ★ Create a Contact Manually (browser version)
  • Sales Opportunity Dashboard (browser version)
  • Add/Edit a Sales Opportunity (browser version)
  • Search for Sales Opportunities (browser version)
  • Adding New Sales Opportunities (desktop version)
  • See all 9 articles

Reports for the Contacts and Sales Opportunity Modules

  • Report Catalog - Sales Prospects
  • Report Catalog - Sales Opportunities Created
  • Report Catalog - Projected Revenue
  • Report Catalog - Sales Funnel by Individual
  • Report Catalog - Fake Invoice for Prospect
  • Report Catalog - Prospects and Main Profiles
  • See all 8 articles

© MC Trade

MC Trade Support Hours: Monday - Thursday: 9am - 7pm EST | Friday: 10am - 6pm EST

(404) 879-2800

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