Customers & CRM
- Customer Case Management
- CRM View: customer and prospect activity
- Cross-Sell Opportunities
- Customer Contracts
- Sales Opportunities
- Prospects
- Sales Commission Policies
- Customer Payment and Credit Terms
- Customer Portal Shipment Acknowledgment
- Customer Portal Cases
- Customer Portal Orders and Invoices
- Customer Portal Shopping Lists
- How to Create a New Customer
- Add a new Contact to Customer
- New Customer from existing billing address
- Cases for Customers