Contacts

Contacts also has its own unique dashboard. By selecting contacts from the list view, or using the global search, you are directed to a dashboard that identifies all the vital data for that contact. Advance™ maintains information on each of your contacts. In addition, you can break down sales reporting by contact.

The contacts module provides an overview of open leads, activities, quotes, orders, opportunities and connected companies by contact and you can easily navigate to those records. Advance™ allows an unlimited amount of contacts to be associated with a company and also an unlimited amount of companies connected to a contact. If you have purchasers that are buying branded merchandise on behalf of multiple companies, this allows you to simplify your management of information.