All Collections
Customer and Lead record management
A collection of articles relating to customer records
RM
Granting your customers access to the self-service portal
Monitoring a customer record with Subscriptions
Viewing the change history of an asset
Cancelling a customer
Merging lead or customer records
Uploading files to a customer or lead record
Placing customers on hold
Customer Actions - Understanding Customer Flags
Creating a new lead
Managing Customer Sites