Customer and Lead record management

A collection of articles relating to customer records

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9 articles in this collection
Written by Raymond Carrel and Michaela Gormanova

Granting your customers access to the self-service portal

How to let individual customer contacts access the portal

Written by Raymond Carrel
Updated over a week ago

Monitoring a customer record with Subscriptions

Information on how you can receive a daily activity summary for a given customer

Written by Raymond Carrel
Updated over a week ago

Cancelling a customer

A tool is provided to assist with the cancellation process

Written by Raymond Carrel
Updated over a week ago

Merging lead or customer records

This can be a convenient way to handle duplicate records

Written by Raymond Carrel
Updated over a week ago

Uploading files to a customer or lead record

Information on uploading files to a record

Written by Raymond Carrel
Updated over a week ago

Placing customers on hold

How to place a customer on hold, with the option to place restrictions on any new deals

Written by Raymond Carrel
Updated over a week ago

Customer Actions - Understanding Customer Flags

How to add warnings and notifications to customer accounts

Written by Michaela Gormanova
Updated over a week ago

Creating a new lead

How to create a new lead record

Written by Michaela Gormanova
Updated over a week ago

Managing Customer Sites

Written by Raymond Carrel
Updated over a week ago