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Customer and Lead record management
Customer and Lead record management
A collection of articles relating to customer records
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7 articles in this collection
Written by
Raymond Carrel
and
Michaela Gormanova
Granting your customers access to the self-service portal
How to let individual customer contacts access the portal
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Written by
Raymond Carrel
Updated over a week ago
Monitoring a customer record with Subscriptions
Information on how you can receive a daily activity summary for a given customer
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Written by
Raymond Carrel
Updated over a week ago
How do I merge Lead records?
You can combine lead records
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Written by
Raymond Carrel
Updated over a week ago
Uploading files to a customer or lead record
Information on uploading files to a record
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Written by
Raymond Carrel
Updated over a week ago
Placing customers on hold
How to place a customer on hold, with the option to place restrictions on any new deals
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Written by
Raymond Carrel
Updated over a week ago
Customer Actions - Understanding Customer Flags
How to add warnings and notifications to customer accounts
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Written by
Michaela Gormanova
Updated over a week ago
Managing Customer Sites
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Written by
Raymond Carrel
Updated over a week ago
