Customer and Lead record management
A collection of articles relating to customer records
By Chris1 author14 articles
- How Can I Monitor a Customer Record with Subscriptions?
- Viewing the change history of an asset
- Merging lead or customer records
- Cancelling a customer
- Placing customers on hold
- Understanding Customer Flags: A Fun, Informative Guide to Adding Warnings and Notifications
- Creating a new lead
- Managing Customer Sites
- Understanding Lead and Customer Records
- Customer credit limits, and setting a default
- Creating a relationship between customers
- Automated Task Generation for Inactive Accounts
- Tagging a user or team in a note
- File Manager