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List Codes

Account Classification Tool

The List Codes module gives you the ability to classify or tag accounts/contacts based on limitless criteria. For example, one contact could be tagged to receive Christmas cards, other specific marketing materials and to be invited to the annual Golf Tournament. The user can assign multiple codes to each contact and you then have the ability to build groups from those codes.

List Codes Account Classification

CRM Success Spotlight

Mortgage Lenders of America, a private mortgage banker headquartered near Kansas City, is helping buyers secure a place to call home. Thanks to Sage CRM SalesLogix® and Strategic Sales Systems it's helping more buyers than ever before.
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