Clients / Customer 360
Professional client directory, duplicate control, preferences and complete relationship history.
| Client | Customer Number | Contact | Level | Customer Type | Interest / Budget | Alerts | Open |
|---|
Professional client directory, duplicate control, preferences and complete relationship history.
| Client | Customer Number | Contact | Level | Customer Type | Interest / Budget | Alerts | Open |
|---|
Create a complete client record. Duplicate check is available before saving.