The Contact order-function is designed to help you build and strengthen relationships through every step of the customer journey.
For example:
- Add new customers.
- Who have you talked to?
- What were you talking about?
- When and for how long?
- Write memo notes.
- Make appointments for visits and meetings
- Upload documents such as agreements, offers and requirement specifikations from customers.
All gathered in one place. Never miss a meeting again.
Example of Contact order
The list of Contact order