Task list for each person in your business

Suitable for Sales, Administration and Production

Sales task list to follow up quotes and major projects with customers & prospects

Keep all correspondence in Dolphin, including notations of conversations

Send an email directly from CRM

Attach any file into CRM, quotations, proposals, pdf's, picture files

Production staff can use it to track any changes to jobs

Categorise each notation ie. Outgoing email, Authors corrections, Outgoing phone call etc.