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From the projects section you can enter and track non individual client related items. Users can be assigned to participate in the project, each can enter notes and create follow ups for the project to appear on user's calendars. Files can be attached as well as groups of leads or clients. This can be used to track marketing campaigns or new products. It can also be used for office related items such as looking for a new office space, staff hiring, meetings and anything else you can imagine. Keep everything in your office organized in one place, VAM dB. |
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