Find Any Customer
You can search for contacts, potentials, and organizations through the search option.
If you know a specific name, number, email, or any other defining keyword for a
CRM record, simply click the Search button to use the feature.
Save Search Filters
By clicking on Advanced Search, you can save search filters and save contact groups for campaigns.
Reports are automatically generated based on CRM data. You can view sales made this month,
sales per agent, leads per agent, calls made this month, and much more. Just click on the
Reports tab to select which reports you want to see.