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Customer Relationship Management (CRM)
In this category you'll find articles and videos on Follow Up, Customer Searches, Marketing, Mobile Sales, and Web Leads.
Customer Information
- Update Customer's Address Zip Code, using the "plus-four code"
- Using Customer Prospecting Statuses
- Customer Search
- Customer Time Zone
- Customer Data Extract / Export
- Deactivating / Deleting a Customer
- How to Locate / Re-activate a Customer
- Adding a New Customer
- Merge Customer Records
- Customer Alerts
- Customer Association "Co-Customer"