update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a customers. Capture new leads / clients on the CRM package Following up on quotations and consents issued Microsoft Outlook & Excel and preferably Xplan CRM package Must be able to work from home – VIRTUAL - Must
update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a customers. Capture new leads / clients on the CRM package Following up on quotations and consents issued Microsoft Outlook & Excel and preferably Xplan CRM package Must be able to work from home – VIRTUAL - Must