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In Tour de Force, a Contact typically represents an individual person in a company or business that purchases product or services from an organization. Contacts can also be other people who have an influence in the sales cycle.
Contacts may be employees of a company, an outside consultant, a lawyer, a VAR, an accountant, or a technician.
Contact Management Features
- Control of add/edit/delete capabilities of Contacts through the use of system Permissions
- Maintains historical record for inactive Contacts
- Single view access to all Contact activities
- Virtually unlimited capabilities in profiling Contacts through the design, set-up and management of user-defined fields and/or Categories
- Single-click launch of Word for all company templates and documents
- Export Contact lists based upon extensive filtering for one, or many, salespeople/account packages
- Ability to track detailed profiles of a Contact
- Ability to merge new Contacts and Accounts into the system and perform extensive checks against existing records to avoid creation of duplicate accounts
- Automatically processes web-leads and performs extensive checks against existing records to avoid creation of duplicate accounts
Read about other features:
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