| Account History | Module |
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Filter by account, contact and employee. Automatically preserve activities, actions, quotes, projects, opportunities and more Access historical activities by simply clicking the mouse Record email traffic within the tool A complete picture of all interaction with your contacts |
Account Manager will track all your customer and prospect activity, whether it is a quotation through to simple dialogs. What's important however is that you have this information quickly, whenever and wherever you are in the world.
Because Account Manager will automatically consolidate your historical activities you'll miss nothing. When others add actions, information or activities, you will still remain on top of your contact information. Be informed before you make that call. |
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