The customer profile contains everything you'll need to know about your customer in one easy to view screen. From this screen you can contact your customer by letter, email or text, schedule followups, complete any open tasks, update customer contact information while reviewing history from various referencing points.
The profile view by default contains the following for Sales Managers:
Action Buttons (10)
Send Letter
Send Email
Send Text
Customer/Vehicle Notes
Schedule Followup
Trash
Search
Issues
Add Prospect
Add Guest to Traffic Log
Vehicle Locate
Action Tabs (9)
News
Profile
Letters
Texting
Equity
Traffic Log
Workplan
Portfolio