CRM – Customer Leads

Entering a customer lead is the start of the Business Manager 365 CRM salesperson processes. The collection of data to build the knowledge base around this client starts here with basic information such as company name, address, phone, and website.

More detailed information can be entered here as well. Examples are additional contacts, initial contact manner, follow-up dates, product interest, tasks, business type, revenue, private or public demographics.

Customer Relationship Management Module

See How It Works

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Service technician using Business Manager 365 on a tablet