What you get
Everything about an account is in one place: who the contacts are, what was said, which rep visited and when, and what the account has ordered. A new rep can pick up an account without asking around.
How it works
- Leads and customers with contacts, addresses, notes, emails and files.
- Rep visits and activities logged against the account.
- Orders, quotes and invoices sit on the same record, so activity and revenue are read together.