Five steps to maintain your CRM database

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Advantages of being an Independent Sales Rep

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Edit Profile in Cool Life CRM Client Portal

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How do I view the status of my request?

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How do I submit a request to your team?

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How do I create a client portal account?

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Requests - View Existing Requests

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Requests - Start a New Request

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Billing - Manage Payment Methods

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Billing - Add a New Payment Method

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 Fast.

Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.

 Intuitive.

User adoption is the most crucial aspect with implementing a new CRM in any business. Friendly and easy to use interfaces make this a breeze

 Secure.

Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards