FAQs

This video shows how to create a new customer:

This video shows how to find a customer and the customer record:

This video shows how to make Information Mandatory on a Customer Record:

This video shows how to merge customer records using the auto merge and manual merge options:

http://www.youtube.com/watch?v=dPS75UtQz8Y

This video shows how set up a new employee:

This video shows how to set up and manage customer enquiries and follow ups:

This video shows how to set up and use customer types:

This video shows how to set up and use enquiry sources:

This video shows how to set up and use EVE for contact calls, reminders and popup notes:

This video shows how to set up and use mailing lists:

This video shows how to use the customer search wizard for marketing:

This video shows how to set up and work out the value of an enquiry source:

http://www.youtube.com/watch?v=sdDnd3FdXt4