New Articles

  1. Understanding Lead Management

    Details tips and guidelines for tracking next-steps, forecasting, and quotes for your leads.
  2. Creating Leads

    Provides steps for opening a lead and best practices for using these records effectively.
  3. Working with CRM Lists

    Provides steps for linking contacts, companies, and campaigns to CRM Lists.
  4. Processing Customer Overpayments

    Explains steps for handling an overpayment from a customer to ensure your records are correct.
  5. Using the Adjustment Column in Receipts

    Presents information about using the adjustment field for discounts-given on a receipt and other situations.
  6. Overview of the Lists Module

    Summarizes features available in the Lists module.
  7. Receiving Payments from Customers

    Presents steps for entering customer payments from three modules: Orders, Invoices, and Receipts.
  8. Using the Adjustment Field in Disbursements

    Provides information about using the adjustment field for discounts-taken.
  9. Working with Progress Billing

    Presents information on how to use progress billing to invoice customers for milestones achieved.
  10. Applying a Customer Credit from the Orders Module Payment Dialog

    Explains how to apply an existing customer credit to a new order.