Customer

A customer is an individual or business that purchases another company’s goods or services. 

  • Create Customer
    A Lead will be created for each company that is a prospective customer. A qualified Lead may have opportunities, activities, SRs etc. linked to it.

  • Manage Customer
    View, update and convert leads as you build your pipeline.

    • Merge Duplicate Customer
      Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them.