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Web Cliento Tour - Contact Management

Let's get down to brass tacks here. You're on this tour because you want to see the software in action. The first data you'll enter into Web Cliento should be your contacts - the people and organizations with whom you do business. Not only will this be a place to store the numbers, addresses, and e-mails that you want to have handy, but it gives you names that you can associate with leads, accounts, and business events. The default contacts page lists all of the people and organizations that you have entered.

Contact Management

Note that our online CRM software makes a distinction between the people and the organizations because you might have multiple contacts from one organization, or one contact who works for two companies. Web Cliento allows you to organize complex relationships such as those.

   

 

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