What would you like to do?About the Customers Module |
The Customers module is a one-stop hub for everything related to your customers. It is the core module of CRM. All the processes in the System deal with customers, and require customers to be first created in this module. Any agreements entered into, payment plans generated, request for invoices, and invoices related to a particular customer can be monitored and tracked in the customer's Details page for easy viewing.
The functions available under this module include:
Create a New Customer - Create and submit a new Customer into the CRM system.
Search for a Customer - Use filters to search for specific Customers.
View a Customer's Details - View the details of a customer that has been logged into the CRM system.
Edit a Customer's Details - Edit the details of a Customer, add agreements/invoices and attach documents to a Customer's Details page.
Delete a Customer - Delete a customer from the CRM system, and any agreements or invoices tied to the customer. |
What would you like to do?