Hassle-free
In just 3 steps
to Customer Management
- Convert from Prospects to Clients
- Transfer Contact Information Too
Convert from Sales Management to Client :
Boost Efficiency with TELEONEPLUS!
Boost Efficiency with TELEONEPLUS!
Convert from Sales Management to Client : Boost Efficiency with TELEONEPLUS!
Convert from Prospects to Clients
When you secure an order, you don’t need to re-register the client from scratch.
Just click the “Convert to Client” button on the sales management page, review or add any necessary details, and save – in just 3 simple steps, you’ll move them to the customer management list!
The company information you’ve saved so far will seamlessly transition into the client information.
Transfer Contact Information Too
Not only the company information of the prospects but also the contact person’s details can be smoothly transferred as individual client contact information.
If you’re using it as a telecommuting tool, you can manage personal information securely.
No hassle, just smooth operation! It’s a collaboration system that prioritizes efficiency.