Group 65
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Customer Resource Management (CRM)
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