There are the account information(customer), those who consumes a item or product are named as customers. Business Entities or Accounts are considered as customers.
- Customer Creation
- Left Navigation
- Configuration features
- Reports
- Search
Customer Creation
- Entering data in customer creation page
- Collect customers through emails
- Import customers from CSV
Left navigation
- All Customers
- Directory
- By Territory
- To Follow up
- By Category
- By Market
- My Views
- Shared Views
- Quick Links
Configuration features
- Categories
- Collaboration
- Communication
- Customize App
- Email to Customer
- Employee Range
- Industries
- Markets & Segments
- Message Templates
- Numbering
- Quick Links
- Reports
- Security
- SLA’s
- Tags
- Territories
- View Column Sets
- Views
Reports
- Leads by Customer
- Opportunities by Customer
- Orders by Customer
- Revenue by Territory
- Revenue by Market
- Customers List
- Activities Report
- Customers by Sales Rep
- Customers by Territory
- Customers by Market
- Notes Report
Customers App was last modified: November 2nd, 2020 by