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.
- ★ 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