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

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.

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

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

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

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

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

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

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.

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.