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