First Name
Last Name
Company
Phone   Ext:
E-mail
Address:
City:
State:    Zip:
Consultation Request(s):
Installation and networking
Data sharing via sychronization
Importing data
Assigning data access - who sees what records, fields, etc.
Setting up custom data fields to suit business requirements and sales process
Setting up and managing opportunites effectively
Creating and using mail-merge templates
Determine when and how to use "Companies" and "Groups"
E-mail integration with Outlook
Reports to reflect staff activites and other items of interest
Training on those subjects selected above
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