PinPoint – Contact Management

PinPoint's built-in Contact Management allows you to keep track of your contacts, whether they be vendors, customers, prospects, etc., through this built-in feature. CM also allows you to create and store appointments, tasks, schedules, opportunities, campaigns, and so on. This makes keeping track of appointments much easier, giving more time for employees to focus on work tasks. Reminders can be set up to alert users within PinPoint, or via email.  Additionally, users have the ability to email others regarding the appointments, tasks, etc. directly with mail merge templates. PinPoint's contact management features allow you to improve productivity with a more efficient way of organizing these entities.

Contact Management features include, but are not limited to:

  • Assign appointments to a PinPoint user
  • Add prospective customers to your campaign with a completion goal
  • Make appointments within the system to help you keep track of your schedule
  • Organize your accounts/contacts into groups that help you reach your goals faster
  • Create standard email templates to use in a mail merge to your accounts and contacts
  • Add tasks associated with a contact as reminders to complete tasks, appointments, phone calls, emails, etc.

Contact Management

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