Customer/Prospect follow-up and contact system.
1. Record and schedule future contacts for new prospects
2. Record new customers, schedule future contacts
3. Record all contact information, comments, conversations, types.
4. Categorize contacts, customers and prospects
5. Export basic reports to .pdf and .html
6. Interactive query search / save query
7. Batch email abililty based on query interactive and saved
8. Text file export and import ability
Web page interface for supervisors and agents. Agents should only be able to see their own clients, prospects and customers or ones which have been allotted to them.
Name, Address, Address2, Phone, Cell, Fax, City, State, Zip, BestContact time, Comments/Notes, CustomerID, Source. Level, Member Y/N, Date.
CustomerID, date, type, notes