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CRM

Dec/2/2005

An overview of Tradepoint's CRM structure and capability is outlined in this article.

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Oct/18/2005

Products of Interest within a Lead allows you to track a Product that a potential customer is interested in. If that Lead becomes a Customer then any Products of Interest that are actually purchased will transfer into a Customers Products owned section.

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Oct/13/2005

Within Tradepoint CRM, Customers has a Notes section for any information that does not fit within a Customer's contact.

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Oct/14/2005

An article explaining Quotes within the CRM section of Tradepoint and how they can be generated from each Lead, Customer or Reseller Contact.

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Oct/18/2005

The structure of the functionality built into the Quotes window within Tradepoint CRM is explained in this article.

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Oct/18/2005

This article explains how detailed shipment information can be added to any Quote created within Tradepoint CRM.

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Oct/17/2005

Business to Consumer contacts can be created and managed within Tradepoint CRM. This article explains how.

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Oct/17/2005

Managing personal data for a Business to Consumer Contact is explained in this article.

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Oct/17/2005

For anyone using one of our Ecommerce solutions the web activity per contact can be managed within this section of the CRM component of Tradepoint for each Consumer to Business contact you have on file.

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Oct/17/2005

Any Products on Loan for a Business to Consumer Contact can be tracked through this section of the CRM functionality. Products on Loan would be used for anything you lend out to a Customer, typically any item that is tested before purchased.

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