CRM (contacts and branches)

Topics

• Add customer & supplier contacts
  • Create and manage contacts
  • Import contacts
  • CRM import template
  • Export contacts
  • Bulk update contacts
• Create branches & branch transfers
  • Create a branch
  • Add locations to a branch
  • Create a branch transfer
  • Import branch transfers
  • Export branch transfers
  • Apply import cost to a branch transfer
• CRM settings & configuration
  • CRM actions and filters
  • CRM settings
  • CRM stages
  • Customer credit limits and holds
  • CRM field explanations
  • CRM custom fields