Security & Support

  • All users have detail permission level on what they can do and view
  • Move all leads associated with a sales rep when terminating them
  • Mass-communicate with customer of a terminated sales reps to make them aware of the change
  • Unlimited phone support 9:00am – 5:00pm (EST) M-F except holidays – with screen share. *
  • On-site training and implementation (up to 2 days) *
  • Owner in-house training (Rochester) for unlimited number of days. *
  • Software Assurance and upgrade *
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