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General Company Information
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Link to parent OutlookCRM Company item
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Track additional “CRM Info” fields for each company
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Field labels are user
configurable
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“Company Type” allows multi-select
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“Custom Fields” provide nine additional user configurable
fields
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“Notes” supports user configurable notes
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“Industries” (not shown) supports a multi-select field for
Industries
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Each company may be linked to a “Primary Contact”
(pick button)
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Tab names are user configurable
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Extensions forms are user customizable:
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Add functions (database links, etc.)
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“CRM Functions” options are set on the OutlookCRM Options “*Extensions
Forms” tab.
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Company related phone numbers
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“Account Manager” identification (supports OutlookCRM Account
Management functions)
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Buttons to launch standard OutlookCRM “Actions”
for the “Primary Contact”
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“Custom
Actions” provide a user configurable list of additional CRM
productivity functions (Task for “Next Action”, Copy item, Dial phone,
etc.)
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“External
Functions” is a user configurable list of custom links to your
environment outside of OutlookCRM (launch webpage with URL containing data
from form, open any file/folder for sales collateral info, etc.)
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View / Open all Opportunities (and Projects) that are linked to this
Company
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Link
additional Opportunities (and Projects) to this
Company (pick button)
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Supports general notes and attachments of related files
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