Marketing & Sales
TRACK PROSPECTS AND CLIENTSMaintain marketing and sales contact information on prospect and clients. Add and classify as many contacts and addresses as desired. MAINTAIN AN EVENTS CALENDARRecord call backs and appointments on the Outlook® style calendar. View your own or fellow coworker calendars simultaneously. ROLODEX INTERFACEFirms and contacts are presented in a familiar rolodex style interface. |
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UNLIMITED LOG HISTORY
Record individual notes stamped by date and entry person. Notes are of unlimited length. Categorize and sort notes on user-definable types.


