How are sales activities for each customer tracked and documented?
By Thynk· Published · Updated
Emails, events, tasks and notes are linked directly to customers, leads and bookings, with Outlook and Office 365 synchronisation and document storage via OneDrive and SharePoint.
Full answer
This platform allows for linking communication and organisational tools like email, events, tasks, and notes directly to customers, leads, and bookings. It also provides seamless synchronisation with Outlook and O365, and supports document storage with connectivity to OneDrive and SharePoint.