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Contacts

Contacts

Customers, Manufacturers, Suppliers, Buyers & Agents

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9 articles in this collection
Written by Brenda Beckham
People Profiles

People Overview

Difference between People Accounts - Buyers, Customers, Agents, Team Members, Manufacturers & Suppliers
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Written by Brenda Beckham
Updated over a week ago

Agency & Commission Reports

Segment sales, invoices, report on your sales by sales agency and track commissions
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Written by Brenda Beckham
Updated over a week ago

Buyer Accounts

Looking for more information on Buyer Accounts
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Written by Brenda Beckham
Updated over a week ago

Customer Setup & Profiles

Manage your customer profiles
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Written by Brenda Beckham
Updated over a week ago

Team Members

Learn how to add Team Members to your organization
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Written by Brenda Beckham
Updated over a week ago

Manufacturers & Suppliers

Manage your manufacturer & supplier profiles
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Written by Brenda Beckham
Updated over a week ago
Other People Features

Internal Flags on Company Profiles

Add alert messages to a specific company
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Written by Brenda Beckham
Updated over a week ago
Import & Export

Bulk Upload (Import)

Import Customer, Manufacturer, Supplier & Agent data
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Written by Brenda Beckham
Updated over a week ago

Exporting Customer List

Export customer and contact data (includes Buyers & Agencies)
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Written by Brenda Beckham
Updated over a week ago