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Web Cliento Tour - Companies

Organizations are the companies, agencies, and other groups with whom you do business. Web Cliento treats organizations separately so that you can track interactions with a customer before you've made a human contact. Managing organizations in Web Cliento is similar to contact management - you can add telephone numbers, addresses, and other information, as well as any people (contacts) associated with any organization.

Customer Companies

Just as "Kel Varnsen" is associated with "Vandalay Industries", so is "Vandalay Industries" linked to "Kel Varnsen". You will find that this relationship-system works well when you want to make a sales call or send a contract - the information is very easy to obtain.

   

 

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