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Tools to help manage the sales cycle

​When an new enquiry comes in, create an account for sales lead and start adding notes and tasks. Add custom fields to customer and prospect account screens with configurable drop down lists to keep important information about your customers. The dashboard will display all leads, quotes and your To Do List so you know exactly what you need to do to maximise each opportunity. Use the optional Cloud270 To Do List mobile app to keep in touch while you are away from your desk.

Lead Management - CRM - Supplier Contact Management - Employee Contact Management
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