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- Importing and Exporting of Contacts—Excel
- Private and Public Contacts
- Custom Tab for setting unlimited custom fields:
- Supports limiting viewing of certain contacts and categories
- Multiple contact names and info for the main contact (i.e. Company or Vendor)
- Content library for each contact-attach files to contacts
- Auto notes that sort by date
- Set up call backs, follow-ups, appointments and meetings.
- Interfaces with System100™ Calendar for tracking appointments, meetings etc.
Pull in Contact List By:
- Categories
- Users
- Custom Fields ( i.e. Number of Employees, Sales Volumes, Industry or any custom field you set-up)
- Public or Private
- Priority
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