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How to: Contact View

When communicating with a contact on Merchanter you need to have all the relevant information at your fingertips.


The contact view shows the contact details and preferences for the contact, and summary information about their company, including trading KPIs, activity timeline, company information, user notes and sales/purchasing analysis.


Contact view - Merchanter

Any call, email or relevant information can be simply recorded as a Note, appearing in the contact and customer timeline.

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