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Customers & Prospects screen (Contacts tab)
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The big idea...Aren't your 'Customers'
your most valuable asset? Without them wouldn't all the
rest of it just fade away? |
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The Customers & Prospects screen in OneSource
makes is extremely easy to take care of your most important asset--your
customers! This screen provides a single place to manage
customer infomation, unlimited contacts within the organization,
phone #'s, activities (such as calls, meetings,
emails, notes, letters, etc), quotes,
sales orders, invoices, payments, jobs
& projects,
documents, secured and encrypted credit card
info, credit info, etc, etc...
Finding info about a customer or prospect is just plain simple--because
it's all on one screen!
The following are a few links to screen shots (all of the same Customers
& Prospects screen) showing different views of the information
contained on a few of the most commonly used tabs on Customers & Prospects
screen:
Customers & Prospects screen - Contacts
tab
Customers & Prospects screen - Activities
tab
Customers & Prospects screen - Jobs & Projects
tab
Customers & Prospects screen - Sales History
tab
Customers & Prospects screen - Custom Pricing
tab
Customers & Prospects screen - Quick Price Check
button
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Questions? Would you like to view a short demo over
the web? Give us a call! (801) 748-4804
or send us an email at: sales1@onesourcesoftware.com
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Questions? Would you like to view a short demo over the web? Give us
a call! (801) 748-4804 or send us an email
at: sales1@onesourcesoftware.com
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