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Contacts
Contacts
Customers, Manufacturers, Suppliers, Buyers & Agents
9 articles in this collection
Written by
Brenda Beckham
People Profiles
People Overview
Difference between People Accounts - Buyers, Customers, Agents, Team Members, Manufacturers & Suppliers
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
Written by
Brenda Beckham
Updated over a week ago
Buyer Accounts
Looking for more information on Buyer Accounts
Written by
Brenda Beckham
Updated over a week ago
Customer Setup & Profiles
Manage your customer profiles
Written by
Brenda Beckham
Updated over a week ago
Team Members
Learn how to add Team Members to your organization
Written by
Brenda Beckham
Updated over a week ago
Manufacturers & Suppliers
Manage your manufacturer & supplier profiles
Written by
Brenda Beckham
Updated over a week ago
Other People Features
Internal Flags on Company Profiles
Add alert messages to a specific company
Written by
Brenda Beckham
Updated over a week ago
Import & Export
Bulk Upload (Import)
Import Customer, Manufacturer, Supplier & Agent data
Written by
Brenda Beckham
Updated over a week ago
Exporting Customer List
Export customer and contact data (includes Buyers & Agencies)
Written by
Brenda Beckham
Updated over a week ago