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.
More:
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
Creating a new quote or sales order
for an Opportunity
Creating Customer Cross Reference Items
Viewing Customer Order Status and History