How Does This Module Help You?

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ConcourseSuite models the customer life cycle, which starts with contacts. Often, a customer begins as a casually met contact, and may later turn into an account. For example, in a retail setting, potential customers may walk in to browse your merchandise. Some customers may purchase immediately and others may not, but capturing relevant information about all of them will make it easier to convert contacts into accounts. Contacts may also include general acquaintances, competitors, shareholders, and vendors.

The Contacts module helps in tracking the following details:

Name
Email addresses
Phone numbers
Mailing Addresses
Notes
Calls
Meetings
Appointments
Faxes

The Contacts module gathers all opportunity records associated with a contact in one place. This module also provides a historical record of all messages sent from the Communications module.

You can define and populate as many folders for contacts as you need. The Add Contacts page enables you to enter contact information. These capabilities are discussed in detail in the subsequent sections.