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Profile-Based Architecture Communication Histories 15 Default Views

Profile-Based Architecture

Profile-Based Architecture

A versatile profile-based architecture forms the foundation of SalesCatalysts.com CRM system. Opportunities details are grouped together to establish an opportunity profile. Multiple opportunities are then structured under a company profile (for B-to-B business) or a contact profile (for B-to-C business).

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Communication Histories

Communication Histories

Communication histories which include journals, emails sent and received thru the platform, documents that you uploaded and faxes as integrated, are stored as opportunity details. When anyone needs to collaborate with you on an opportunity, he/she can immediately have a 360?X view of it easily.

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15 Default Views

15 Default Views

15 default groupings (VIEWs) of opportunity, which include Recently Created Opportunities, Unattended Opportunities, Recently Downgraded Opportunities, Stuck Opportunities, Top Opportunities, etc, are provided to facilitate segmentation of opportunities.

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