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You can plan or record events in Web Cliento that are not associated with a customer, but you'll find that CRM software becomes more useful when you
link each event to a lead or account. That way, when you look at your customer data from the lead or account angle, you'll be able to see each time
that you've interacted with that customer; this will give you a more informative timeline of your business relationships.
Another useful feature of event planning is reminders - you can set Web Cliento to e-mail you before appointments, meetings, and other business
events. Online CRM software is a business tool that should not go unused.
Diligently planning and recording your customer interactions will help you analyze the progress of opportunities as well as monitor how
well you keep in touch with accounts.
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