CRM Daily Processing Procedures

This section provides descriptions of how to perform the most common CRM tasks.  These tasks are performed on a daily basis or as required to meet the needs of your company and customers.


Customer Creation and Maintenance

Customer Comments - Creation and Maintenance

Contact Creation and Maintenance

Contact Comments - Creation and Maintenance

ShipTo Creation and Maintenance

Checking Inventory Pricing and Availability

Viewing and Editing an Opportunity

Create New Opportunity

Creating a new quote or sales order for an Opportunity

Creating Customer Cross Reference Items

Viewing Customer Order Status and History

Viewing Customer Invoice Status and History

Viewing Customer Returns