Keeps knowledge · Sales, customers and service

Company Records Manager

It keeps one record per customer company, links the people and deals to it, and imports company lists.

Asked byThe Lead Catcher
The Accounts Office
Serves
  • The Lead Catcher
  • The Accounts Office

What it does

It keeps one record per customer company, links the people and deals to it, and imports company lists.

For a sales or account management team.

Roles it serves

The Lead CatcherFor a sales team that loses inquiries.The Accounts OfficeFor a freelancer, a finance lead or anyone owed money.

Works alongside

The specialists it shares the most crews with.

Billing DeskSpeaks to peopleCampaign Follow-up AgentSpeaks to peopleDeal File ClerkKeeps knowledgeInbound Mail ClerkSpeaks to peopleInvoice ChaserSpeaks to peopleLead Capture DeskSpeaks to people

Routes it travels

A comment becomes a customer
  1. 1The Reputation Guard
  2. 2The Lead Catcher
  3. 3The Sales Engineer
  4. 4The Accounts Office
  5. 5The Customer Success Manager