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Manage Sales Reps
Using Communications allows for efficient management of Sales Reps. Set follow-up dates for Quotations and capture a history of the communications with the prospect.
See when a Quote has not been followed up as well as the date of last communication
Manage Customer Credit Control
See when a customer was contacted for payment of their account. Set follow-up dates for the next communication. Allocate a communication to a supervisor in case of non-payment. See previous payment patterns.
Job Management
Use communications to follow up on the progress of the Job, with outwork to a supplier or with an employee such as a team leader.
Manage recurring service dates.
Suppliers
Manage Purchase Orders issued to suppliers to follow up on delivery dates.
Follow up on Supplier Credit Notes to ensure action is taken by the supplier. .
