Manage customer categories: [Sales] Customers > Adding and Deleting Customer Folders
Setting default customer settings: [Sales] Customers > Setting customer Defaults Work with A/R Manager to set default terms settings
Changing customer contact information: [Sales] Customers > Changing Customer Information
Changing IDs, merging customers, or making customers inactive: [Sales] Customers > Changing IDs or Merging Customers a[Sales] Customers > Making customers inactive
Create proposal templates: [Sales] Proposals > Proposal Sets and Templates > Customer Specific Product or Price List
Work with Fulfillment to set a delivery charge for a customer: [Sales] Freight and Shipping Charges > Entering a Shipping Rate for a Customer
Customer Sales History: [Sales] Customers > Customer History
Enter handwritten sales invoices: [Sales] Invoices > Entering and Processing a Handwritten Invoice
Create, price, and manage materials lists within SO: [Sales] Materials Lists > Overview
Maintain contact information and priorities: [Sales] CRM > Contract Management [Sales] CRM > Auto Send > Contract Priorities
Creating a communication system using Tasks: [Sales] CRM > Using Tasks for CRM
Using task to report on account management contacts: [Labor] Tasks > Getting Started > Using Tasks as a Contact Manager