Customer Resource Management (CRM)

Accounts, contacts and leads.

11 articles in this collection
Written by Matt Slosky and Jamie Melragon

Add Preferences to an Account or Contact record

Add and manage Contact and Account Preferences

Written by Matt Slosky
Updated over a week ago

Accounts, Contacts & Leads

Pet Profile: Converting Existing Contacts to Pet Profile

Written by Jamie Melragon
Updated over a week ago

Pet Profile: Setup

Written by Jamie Melragon
Updated over a week ago

Associate a contact to multiple accounts

Written by Matt Slosky
Updated over a week ago

Pet Profile: Create New

Written by Jamie Melragon
Updated over a week ago

Convert a lead into an account

Written by Matt Slosky
Updated over a week ago

Assign sales reps to a customer record

Written by Matt Slosky
Updated over a week ago

Setup jet cards

Written by Matt Slosky
Updated over a week ago

Add travel documents to a contact record

Written by Matt Slosky
Updated over a week ago

Add multiple addresses to contact record

Written by Matt Slosky
Updated over a week ago

Deals

Create a deal and deal search page

Written by Matt Slosky
Updated over a week ago