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