There is an import routine available.

Companies can then be allocated to one of five different status types.

Companies can be viewed in several different ways.

If viewed by 'Current by Rep and Date' the companies assigned to the selected Rep are listed in call due date order.

Letters, Emails or PDF files can be created for the prospect. These are automatically entered into the log.

Scheduled call backs can also be set up.

Facility to batch create letters within Word^® using different criteria.

For example: Hot Leads in a selected Post Code area or a Telestatus of All for a selected TeleRep.

Letters created this way are automatically logged for each prospect.