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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
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