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Lesson 2 Contacts/Customer Management

Lesson 2 Contacts/Customer Management

Owned by Barry Carr

Last updated: Aug 13, 2017

1 min read

General Contact Management
- Add New Contact
- Import Contacts
- Export Contacts
- Edit Contact Page
  - General Edit Functions & Page Navigation
  - Sales Reps
  - Edit Contact Pricing
  - Contact Extras
- General Page Navigation
- Contact Stats & History
- Edit Prices
- Shipping Markup

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Customer Account Settings

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Edit Contact Pricing

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Import Contacts

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Contact Reports

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