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Evo-ERP and DBA Classic >> Sales >> implementing contact manager
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Message started by bnothstine on 02/09/11 at 13:24:33

Title: implementing contact manager
Post by bnothstine on 02/09/11 at 13:24:33

We have never used it and are planning to start. Does anyone have any suggestions for setting up the various codes? I just figured if someone has been using the system for awhile maybe we could avoid some of the learning curve, and avoid unforseen problems. A list of the what you are using would be great!

Thank you,
Brian

Title: Re: implementing contact manager
Post by dbernhard on 02/09/11 at 13:55:55

Hi - They just recently improved the system and we are still learning what is new. But I can tell you some important things to consider upfront are your reporting options. How do you want your Customer & Sales information to report? We use Territory for most of our reports but they also have new Class options, lead source & Sales Rep available for further breakdown. The new calander with reminders looks useful