Modules
Different by Design
Your CRM is made up of several distinct pieces, called Modules, that work together to hold, manipulate and display your data.
Each module contains a different type of data file. For example, the Accounts module has Name, Address, Phone# etc. The Meetings module has Date, Time, Duration etc. The system "connects" these two modules to show you an appointment.
| Module | Data |
|---|---|
| Accounts | Name, phone #'s, address etc. |
| Contacts | First & Last names, phone #'s, email |
| Leads | First & Last names, Lead Source, |
| Opportunities | Name, Amount, Due Date, Job Type, Roof Type, Company, Division |
| Calendar | Able to display Tasks, Meetings and Calls |
| Tasks | Subject, Start date, Due Date, Status, Assigned To |
| Meetings | Subject, Date, Time, Duration, Status, Assigned To |
| Call | Subject, Date, Time, Duration, Direction (Out/In), Status, Assigned To |
| Notes | Subject, Description, Date, Assigned To |
| Documents |