You can access specific contacts quickly and easily, anywhere with a stable internet connection, on any device. Using the CRM to add contact specific tasks, updates, forecasts, sales etc. allows a complete client history to be readily accessible as required. Key features for any YapCRM by default are;
Multiple contacts per company
Attach emails to contacts by including the CRM in emails
Customise what fields are important to your business
Add files (excel, word, pdf, mp3, mp4 etc.), tasks, sales and more to records
Set required fields and highlight important fields
Live dedupe checking to highlight duplication of contacts/companies to users
In the following sections, we will review how to add and edit a contact, add notes and files to a contact, and how to e-mail contacts using the CRM.
