Customer | Sales Ticket | Summary | Planner | Inventory
Order | Consultant | Reports | Labels

Direct Track Tour - Consultant Capability

The Consultant Screen is used for maintaining information about your consultants. Multiple phone numbers and addresses can be entered for each consultant. Personal information including birth date, anniversary, and spouse birth date as well as unlimited notes can be entered. Training can be automatically entered for consultants based on a schedule you define. Prospective recruits can be tracked and goals can be entered for a consultant.  Contacts can be scheduled for consultants that will show up on your daily tickler.