New Articles | Page 33

Resetting Test Transaction Data

Created On: 06/02/2022 in Data Migration Migration Overview

Provides steps to remove all transaction data from an aACE system.
Importing Updates to Your Line Item Codes

Created On: 06/02/2022 in Data Migration Importing Data

Provides steps for updating information about your existing line item codes from data in a spreadsheet.
Migrating Master Data to aACE

Created On: 06/02/2022 in Data Migration Migration Overview

Provides information, links, and best practices about migrating your data to aACE.
Closing Leads

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

Provides steps for marking a sales lead as won or lost.
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.