Tag: Prospects

PDi CRM – Prospects

PDi CRM Prospects – Maintain your potential new customers, create sales opportunities and create follow-up tasks. Multiple contacts can be contained and used for SMS messaging and emails.

Once the prospect has been a customer, transfer all the required information directly to Sage Pastel Accounting as a new customer account. All linked information is also transferred, so you can continue with the same tasks and sales opportunities.

View the screencast below for more information