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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 Overview
Customer History
Adding Contacts in CRM
Creating CRM Events
Customer Master Accounts
Merging A Customer
Deleting a Contact
Payments Using the Customer Portal Direct Link
On-The-Spot Checkout
Walk-in Customer
Customer Communication History
Customer Pricing Options
Customer Payment Terms
Searching for Customers
Customer Notes and Flags
Updating a Customer Name After Payment