The Leads module in X2CRM is designed to allow users to track leads separate from the Contact record but still related to Contacts and Accounts.
Here you can find a list of client accounts and view their fiscal records with your company. Accounts are generally companies or organizations whose associates are your contacts. These records are easily created with a minimum of required fields.
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Sometimes things need fixing. Support cases are the instances of support and assistance that you and your company might be involved in with your clients. Our built-in service module is the perfect platform for your teams to manage service cases to keep your existing customers satisfied.
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