Contact
The contact module is a powerful, consolidated, and streamlined platform for managing the entire life cycle of client cultivation activities. It puts all encounters, tasks, strategic planning, and purchases in tight focus upon selecting any particular contact through Percept CRM’s award winning grid technology.
Features
- Ability to review contacts within an organization by influence level.
- Strategy documentation at the organizational level.
- Advanced editing options.
- Company lookup and data auto population.
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