4. Contact Management:

A contact refers to the information about the customer or potential customer. A contact for the potential customer is automatically created in the TDS CRM when a lead is converted in to a potential. When the Contacts module is opened, it displays all the contacts on the screen. From here, you can perform various operations on contacts such as:

  • View contacts
  • Create Custom View for contacts
  • Create, Edit and Delete contacts
  • Search contacts
  • Duplicate contacts
  • Mass Edit contacts (editing multiple contacts at once)
  • Send email to contact or contacts
  • Import contacts
  • Export contacts