Results Business Management Features

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document-management
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DOCUMENT MANAGEMENT

Organize all important documents and document links within Results CRM!  Documents and links to documents can be associated with Contact, Activity, Service Order, or Quote in Results CRM records.  The “Documents and Links” tab on those records supports an unlimited number of documents and web links that can be added via the Desktop or Mobile versions of Results.  Documents are automatically cross-linked to various modules as well as Sales Opportunities.

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