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Products : MX-Contact : Tour 2 : MX-Contact Functionality
Company Profile
Clicking on the Profile tab on the Company Form shows a page where any number of fields can be created to categorise your customer/prospect database to any degree possible.
Tour 1
Outlook / Exchange for CRM
Tour 2
MX-Contact Functionality
MX-Contact Toolbar / Shortcuts
Data
MX-Contact Elements
Companies
Company Views
Company Demographics
Company Profile
Associated Companies
Contacts
Opportunities
Calendar / Scheduling
Task Management
Journals
Documents
E-Mail
Tour 3
General Issues
On-Line Demo
Powerpoint Tour/Demo