CRM – Prospect Management

Prospect Management within Business Manager 365 is very similar to the Client Management module. As your sales team is working with a prospect, they are building an information knowledge base related to that organization. Once the prospect becomes a client, all that information is transferred to the active client status and all the support staff and operations staff are able to view the appropriate information collected over the sales cycle.

Customer Relationship Management Module

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Staff member using Business Manager 365 on a tablet