Customer and Lead record management
A collection of articles relating to customer records
Monitoring a customer record with Subscriptions
Viewing the change history of an asset
Merging lead or customer records
Cancelling a customer
Storing Customer and Lead Files in The Layer
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
How to create a relationship between customers
Automated Task Generation for Inactive Accounts
Tagging a user or team in a note
Coming Soon: File Manager