New Articles | Page 32

Understanding Lead Management

Created On: 06/02/2022 in CRM & Sales Leads

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

Created On: 06/02/2022 in CRM & Sales Leads

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

Created On: 06/02/2022 in CRM & Sales Lists

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

Created On: 06/02/2022 in Accounts Receivable Payments From Customers

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

Created On: 06/02/2022 in Accounts Receivable Payments From Customers

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

Created On: 06/02/2022 in CRM & Sales Lists

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

Created On: 06/02/2022 in Accounts Receivable Payments From Customers

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

Created On: 06/02/2022 in Accounts Payable

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

Created On: 06/02/2022 in Accounts Receivable Payments From Customers

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

Created On: 06/02/2022 in Accounts Receivable Payments From Customers

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