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Created On: 06/02/2022
in CRM & Sales Leads
Details tips and guidelines for tracking next-steps, forecasting, and quotes for your leads.
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Created On: 06/02/2022
in CRM & Sales Leads
Provides steps for opening a lead and best practices for using these records effectively.
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Created On: 06/02/2022
in CRM & Sales Lists
Provides steps for linking contacts, companies, and campaigns to CRM Lists.
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Explains steps for handling an overpayment from a customer to ensure your records are correct.
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Presents information about using the adjustment field for discounts-given on a receipt and other situations.
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Created On: 06/02/2022
in CRM & Sales Lists
Summarizes features available in the Lists module.
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Presents steps for entering customer payments from three modules: Orders, Invoices, and Receipts.
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Created On: 06/02/2022
in Accounts Payable
Provides information about using the adjustment field for discounts-taken.
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Presents information on how to use progress billing to invoice customers for milestones achieved.
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Explains how to apply an existing customer credit to a new order.