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Word
and Excel letters, faxes or spreadsheet, incoming
and outgoing Outlook e-mails, scanned documents,
images or diagrams, are all stored and tracked
within the ProspectSoft CRM Software database.
Documents are held against a customer or supplier
record,
or against individual customer or supplier events,
such as sales opportunities, problems or queries.
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Being stored within
ProspectSoft CRM software, all documents are accessible
to all users,
including those on the road, through the system’s
unique and automatic replication process. |