Appts/ Sales/ Calls/ Actions - PowerPoint PPT Presentation

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Appts/ Sales/ Calls/ Actions

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Appts/ Sales/ Calls/ Actions. Up to 999 custom fields... LastYr$/ # empl/ FYend... membership, AP's. Opportunities/ Projects. Custom tabs. TABS. Scroll thru ... – PowerPoint PPT presentation

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Tags: actions | appts | calls | custom | sales

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Title: Appts/ Sales/ Calls/ Actions

1
TABS
Appts/ Sales/ Calls/ Actions
Up to 999 custom fields LastYr/ empl/ FYend...
X-street/ Co. takeovers ...2 lines 4/ year
Secondary Contacts VP, Accts Payable...
Email Web addresses Spouse, Kids, Computer
Links contact records together
Activities- scheduled
Activities- complete
Link ( pointer) to docs ... Word/ Excel/ Ppt/ Pics
Group membership, APs Opportunities/ Projects
Custom tabs
Scroll thru tabs

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