The new Xamun Accounts is formerly Xamun Marketing. It provides an easier way of monitoring deals and managing upcoming projects. Xamun Accounts its broken down into (3) three major sections:
1. Client List - where you will find all your clients whether active or inactive. Use filters to view specific clients.
2. Client Card - this is where you can view information about a client, add an account manager, add lead and enter follow up date.
3. Client Details - will display the information and allows you to post comment for discussion, add tasks and edit other client information.
Last updated: January 19, 2016