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Reports and Analytics

This is post 6 of 6 in the series “Customer Relationship Management” Lead Management Opportunity Management Quotations Addresses and Contacts Customers and Customer Groups Reports and Analytics Reports and Analytics As your company grows, different kinds of transactions with your customers will rise and there will be an increased need to have your data structured

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Customers and Customer Groups

This is post 5 of 6 in the series “Customer Relationship Management” Lead Management Opportunity Management Quotations Addresses and Contacts Customers and Customer Groups Reports and Analytics Customer and Customer Groups A customer is a converted Lead or Opportunity that has now placed an order for your goods and services. A customer is also called

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Addresses and Contacts

This is post 4 of 6 in the series “Customer Relationship Management” Lead Management Opportunity Management Quotations Addresses and Contacts Customers and Customer Groups Reports and Analytics Addresses and Contacts A contact essentially represents a person. This contact person can be associated with a Lead, Customer, Supplier, Shareholder, Sales Partner, or a User. It is

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Opportunity Management

This is post 2 of 6 in the series “Customer Relationship Management” Lead Management Opportunity Management Quotations Addresses and Contacts Customers and Customer Groups Reports and Analytics Opportunity Management An Opportunity is a qualified Lead. It means that there is a match between the potential customer’s requirements and the products and services that your company

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