Sortec CRM - Customer Screen
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This screen displays details of a particular company. The sites and contacts of the company are listed in the left panel. When a site or contact is clicked in the tree, the relevant site or contact fills the details section. Sites and contacts can be added or deleted using the toolbar. In the Company Details section, a number of tabs allow all leads, quotes, orders etc. to be displayed and easily accessed. This section can be tailored to the customer's requirements to pull information from a variety of sources. |
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