Customers App manages all your business and sales Customers. Businesses gain access to sales Customers through advertising, direct mailings and other marketing sources. The sales process begins once a sales customer is identified, qualified and placed into a company’s sales pipeline. The customer’s contact information is used to make outbound sales calls, send sales e-mails and provide direct marketing material.The quality of the sales customer depends on whether the individual or business was motivated to provide its contact information.
Customers App doesn’t support your business with Customers; it comes with many other apps to run your business. All apps are deeply integrated which communicate with one another. The qualified Customers can be converted as contact, customer and/or opportunity.
- Entering data in the Customers creation page
- Capturing Customers from Email
- Customers API
- Associate Customers with Other Records
- Generate reports to keep track of records
- Customizing left panel views
- Customizing default column view