Contacts

Desktop Sales Office helps you track and manage your Contacts.

  • You can import Contacts from a text file.
  • You can add, edit or delete Contacts.
  • You can apply a change to more than one Contact. For example, you can change the rating of a group of Contacts to 5.
  • You can add a Deal that is linked to a Contact or to a group of Contacts.
  • You can view the Deals linked to a Contact or a group of Contacts.
  • The Contact List lets you sort and filter your Contacts.
  • Contacts can be linked to Deals, Contacts, Appointments, Tasks, Documents, and web pages.