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Customer View
Ever wonder if you are missing the complete view of your customer?
Customer View…Get a true 360º View of your customer, including third-party
relationships and all customer-touches. For the first time you will be able
to see all your customer's primary, secondary, and 3rd party accounts in one
Customer View. Other associated relationships, family and business, are available
through the Household View. A record of all activities, referrals, comments,
profiles, pipelines and to-do items completes the 360º View of your customer.
Back to 360º View
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