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Client & Contact Management Module
Client & Contact Management Module
The Client and Contact Management module screens are used to manage all clients, contacts, and their files.
Clients are entities who are included in Framework ECM because they have expressed interest in purchasing a house, land, or they have made an application for finance to purchase a house and/or land.
Sub Article Index
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Client Contacts
Client Contacts
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Client Overview
Client Overview
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Contact Overview
Contact Overview
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Sales Advice Client List
Sales Advice Client List
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Client Files & Jobs
Client Files & Jobs
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Land Management Module
Land Management Module
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