We know how important it is for salespeople to manage and update Buyer and Co-buyer information efficiently. Our new Customer Card integration within Sales view addresses this need by allowing you to update contact details directly within the application. This enhancement streamlines your workflow, enabling you to send customer communications and access valuable insights without leaving Sales View. Experience a more seamless and productive sales process with this powerful new feature.
Introducing the Integrated Customer Card in Sales View!
Introducing the Integrated Customer Card in Sales View!
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