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Solution home Sales Module

Working with Customers

Entering a New Customer
Customer Information
Customer Settings
Adding a New Contact to a Company
Customer Status Basics
Making Customers Inactive
Customer History
Adding Contacts in CRM
Creating CRM Events
Adding a New Contact to a Company
Customer Master Accounts
Classifying Customers By Industry Type
Tracking Customers By Type
Customer Pricing Options
Merging A Customer
Deleting A Contact
Payments Using the Customer Portal Direct Link
On-The-Spot Checkout
Walk-in Customer
Customer Communication History