Manage Customer

Gather all data about your Customer as well as store all important interactions and service requests in one place. This way, you can bring your dialogue with customers to a new level and significantly ease your sales process.  

• Displaying and Editing Customer
  Once you have located a customer on the customer home page, click the customer name to display detailed information. To update the customer, click Update, and then change the fields you want to update.  

• Contact Info
  Manage your customer’s contact information and keep it up to date.   

• Related Parties
  Manage the Contacts tagged to your customer in this tab. 
   
• Orders
  View the Orders placed by the Customer.  

• Service Requests
  Manage the Service Requests created against the Customer.

• Opportunities
  Manage the Opportunities created against the Customer.

• Activities
  Manage the Activities created against the Customer.

• Campaigns
  View the Campaigns that were targeted at the selected Customer.

• Notes
  Manage the Notes created against the Customer.

• Bookmarks and Files
  Manage the Bookmarks and Files created against the Customer.