CRM

Topics:

• Add Hosts to Companies
• Assign Customer Group Roles when Adding a New User (Companies)
• Importing Company Product Lists
• Set the Values for the Company Status Field
• Company Details Payments Screen Overview
• Adding and Viewing Customer Files
• Adding and Viewing Internal Files
• View Quotes under a Company
• Getting Started with Punchout on Kodaris
• Add a Customer to a Company
• Punchout Customer Creation
• View all Quote Requests Under a Company
• View Activities Under a Company
• Send Emails to a Customer Account
• View Orders Under a Company
• Update Company Product Lists by Import
• View all emails sent to customer accounts
• View Open Invoices Under a Company
• Sort Product Lists by Customer ID
• Assign a Customer to Multiple Ship-to Locations and Add Roles
• View Ship-To's Under a Company
• Enable a Customer Account to Place Order with Purchase Order
• View Customers Under a Company
• Set Up or Remove Linked Accounts
• Sort Company Product Lists by Company ID
• Create or Update Company Product Lists by External ID by Import
• Customize "Priority" Dropdowns
• Customize "Status" Dropdown
• Customize "Lead Status" Dropdown
• Customize "Assignment Type" Dropdown
• View and Calculate Totals on Items Screen
• Pay Flat Sum on Account
• Using the Cash Quote Data Grid
• Filter by Follow Up Date Using the Opportunities Search Grid
• Add Products to a Company Product List by Import
• How to Create a Ship To and Generate Pricing Records of a Quote
• Assign Sales Territory Code to a Company
• Add Items to a Quote from a List
• Add Opportunities for a Company
• Create an Order from a Quote
• Delete Items Added to a Quote
• Copy an Existing Cash Quote
• Add Items to a Quote from a Catalog
• Assign Price Group to a Quote
• View Sent Emails from a Cash Quote
• Add/Remove Custom Fields for Companies
• Enable Customers to Accept Pending Cash Quotes
• Assign Price Level to a Quote
• Turning on Card Payments at Checkout
• Default Ship To and Billing Addresses for Your Customers
• Add Individual Items to a Quote
• Attach Files to a Quote
• Attach Customer Files to a Cash Quote
• Email Quotes
• Add a Comment to a Company
• Add a New Opportunity
• Add Additional Charges to Quotes
• Add Additional Charges to Quotes
• Add Additional Charges to Quotes, Cash Quotes, and Orders
• Add an Activity
• Add Internal Comment to Opportunity
• Add Multisite Hosts to Companies (Import)
• Add New Companies by Import
• Add, Edit, and Remove Addons on a Cash Quote
• Assign a Customer to Multiple Shipto Locations and Add Roles
• Assign an Employee to a Company
• Assign Employees to a Company by Import
• Assign Inside and Outside Sales Reps to Companies by Import
• Assign Sales Territory to Companies by Import
• Attach File to an Opportunity
• Change the Payment Terms on Orders and Cash Quotes
• Clone Activities
• Copy a Quote
• Create a Quote
• Create a Quote within a Lead
• Create a Quote within an Opportunity
• Create a Ticket Linked to an Opportunity
• Create an Activity Template
• Create and View Opportunities for a Company
• Create Saved Filters for Opportunities
• CRM Accounts Receivable Order Management: View Customer Files on Orders
• CRM Companies Screen Overview
• CRM Company Accounts Receivable Screen
• Customize "Source" Selection on Opportunities
• Customize Opportunities "Importance" Dropdown
• Customize Opportunities "Lost Reason" Dropdown
• Customize Opportunities "Lost To" Dropdown
• Customize Opportunities "Type" Dropdown
• Delete a Cash Quote
• Enable “Type” Field to be Required When Setting Up Shipto on a Quote
• Enable Multiple Customer Accounts to Place Order with Purchase Order
• Export Cash Quotes Data
• Filter on Opportunity "Type"
• Inactivate Line Items on a Quote
• Initiate a Deposit on a Company
• Issue a Charge on the Company
• Issue a Credit on a Company
• Manually Add a New Company
• Manually Assign Sales Territory to a Company
• Sales Territory Assignment
• Search for an Opportunity
• Search or Filter to Find a Company
• Send and Schedule Emails from Customers Screen
• Set the Values for the Company Assignment Types Field
• Set the Values for the Company Customer Type Field
• Show Proof of Delivery when generating PDFs (Cash Quote)
• Split Cash Quote into Separate Orders
• Start a Cash Quote
• Start an Order
• Validate that Shipto Type is Required When Setting Up a New Shipto
• View And Edit Sales Opportunity Amount
• View Cross References Under a Company
• View Internal Files on Orders in CRM
• View or Add Internal Comments when using Activities
• View Product Purchase History During Quote Entry
• View Product Purchase History while Price Checking
• View the Source on a Lead
• View, Edit, or Delete Payment Methods Under a Company
• Employee Mobile App