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Extended CRM Classifications
Extended CRM Classifications
Extended CRM Classifications allow you to:
Mark your clients as VIP / high / low / normal priority;
Classify your clients depending on their industry and company size;
Differentiate potential and actual clients.
To configure classification for a client,
On the Clients menu, click on Agencies/Distributors or Corporate clients.
Choose the client.
In the field Industry, specify the necessary one.
In the field Company size , specify the number of employees.
Click Save.
, multiple selections available,
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