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Redlien Account Executive 1.0b1
Oct 12, 2004 06:51AM
Contributed by: credlien
Download: Download Form

Redlien Account Executive is a full-featured Sales Contact Relationship Manager ( CRM / SCM ) the provides unprecedented power to manage all elements of the sales and contact relationship process. From tracking phone calls to sales opportunities to recording meeting notes and events, Redlien Account Executive has it all.

For contacts, you may retain logs of and track:
- Phone calls, including call duration
- Meeting notes (including meeting overview, participants, agenda, discussion items, tasks, notes and attachments)
- Events and scheduling
- Opportunities (including estimated close date, Opportunity type, stage, status and product / service details)
- Attachment items (File attachments or URL's)
- Additional company contacts and their relationships
- Unlimited additional locations, phone numbers & emails
- Contacts can be stored in multiple groups
- Contacts can be assigned different colors
- 10 user configured fields
- Create call script templates
- Create email templates

System wide features include:
- View contacts in either traditional list format or address card format
- Configurable preview pane shows a history of all action
- Filter list by just about anything. Just right click on the cell you want to filter your contact list by and select "Filter by ... using ..."
- Configurable Dashboard overview showing you highlights of your sales, activity and more
- Configurable list views allow you to create different traditional list "views"... for instance, you can have one view that shows all sales data, another that shows just call log data and another that has just basic name and address
- Browse by any category

Public Beta 1 Release

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