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CRM

CRM

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CRM

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The CRM (Contact Relationship Manager) is for recording, controlling and managing the communications with your customers and staff.

It is split into the following sections

Prospects – For managing potential sales

Reports – Communications that are not Prospects

Appointments – Anything that has to be done at a specific time

Tasks – All the issues and prospects currently allocate to you to do

Summary – An overview of what needs doing