How to Merge Customers using Auto or Manual Merge
On successful completion of this lesson, students will understand how to merge customers using auto or manual merge.
Customers - Level 3
How to set up and use customer types
On successful completion of this lesson, students will understand how to set up and use customer types.
How to make Information Mandatory on a Customer Record
On successful completion of this lesson, students will understand how to make information mandatory on a customer record.
How to Work Out the Value of an Enquiry Source
On successful completion of this lesson, students will understand how to work out the value of an enquiry source.