I have a meeting with a new Account for the first time. How can Produs IT help me?

After entering the Account's Name into Produs IT, it is possible to open a map of Account's location by clicking on the „earth“ icon. See the picture below.

It is recommended to record all events and tasks regarding the Account right after entering this Account into the system. The information will come in handy whether it is a call, a meeting, an assignment or anything else. In this way you will always be able to see former actions regarding this Account.
  • us/slobase/help/b_accounts/d_firstmeeting.txt
  • Zadnja sprememba: dd/mm/Y H:i
  • uporabnika admin