The i-Tr@der main contact management window is designed
to contain just the information you need without any setup or configuration. This window is the corner stone of the i-Tr@der system, from here and with simple clicks
you can view emails back and forth for this company, complete Sales and Purchase account history and, file all correspondence neatly in folders specific to this contact!
MAIN SALES TOOLS FEATURES AND SCREEN SHOT EXAMPLES:
People records for your contacts:
The i-Tr@der Contact Management system provides seperate detailed records for any people you may be working with in the main company contact record.
Detailed notes can be recorded at the people level as well as easily viewing emails in and out specific to this person from anyone in your organisation.
Call back lists:
Call back lists help us to keep our promises and recontact Customers, Prospects or business associates when we said we would without relying on our memory.
Even if you can't contact someone on the list today, they will be back at the top of your list tomorrow!
Opportunity Management:
From the main contact screen Sales Opportunities can be recorded. Using Pre-defined pipeline steps you can ensure that
salespeople take Prospects and or Customers through a proven sales process. Comprehensive notes can be recorded every step of
the way.
