Customer Management
The Customer Management program allows you to perform a variety of marketing, sales and order processing functions. You may use the Customer Lookup to:
• Display and locate Customer records using any of the several different sort sequences in the program.
• View and or edit Customer and Customer Contact information.
• View customer orders and quotes, and the open and closed Opportunity, Action and Incident records for the customer.
• View detailed transaction history for the Customer.
• Enter new sales orders or quotes into the system.
• Edit existing sales orders and quotes.
The various options that are available in the Customer Management program are described in the following sections.
More:
Zoom - Customer Detail