Account management using saleswah crm

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Account Management Profile, Assign, De-Dupe, Log comments www.saleswah.com www.saleswah.com

description

Account Management in Saleswah CRM is simple, does not burden the frontline sales executive with a lot of data entry, and provides clean and efficient ways of logging information- activities, comments and profile history.Easily merge duplicate accounts- their contacts, opportunities and all other activities seamlessly move into the merged entity. Add a new record, delete an existing record and move account from one executive to another- one click.

Transcript of Account management using saleswah crm

Page 1: Account management using saleswah crm

Account Management

Profile, Assign, De-Dupe, Log comments

www.saleswah.com

www.saleswah.com

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List of Accounts- sort, filter, add, filter, delete, merge duplicates, re-assign

Assign AccountsAssign accounts from one executive to another

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Modify Account record, add profile info, log comments, see list of contacts

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List of Contacts working at the Account

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Comments and file attachmentsShow up in the Comments tab

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www.saleswah.com

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