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5 Using Total Enterprise CRM

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This section explains how you can use Total Enterprise CRM to help your organisation or business get and maintain customers, as well as reduce the time you spend on administrative tasks.

 

After reading this, you will be able to organise information about customer companies

and contacts; sales leads and opportunities; and activities such as calls, meetings, projects, emails, SMSs and tasks.

 

In this section, you can learn more about:

 

company
contact
products
marketing
invoicing
communications
calendar
system administration
activity
document
opportunity
dashboard.