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Customer Resource Management (CRM)

Customer Resource Management (CRM)

Accounts, contacts and leads.

Matt Slosky avatar Kara Bates avatar
10 articles in this collection
Written by Matt Slosky and Kara Bates

Add Preferences to an Account or Contact record

Add and manage Contact and Account Preferences
Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago
Accounts, Contacts & Leads

Pet Profile: Converting Existing Contacts to Pet Profile

Kara Bates avatar
Written by Kara Bates
Updated over a week ago

Pet Profile: Setup

Kara Bates avatar
Written by Kara Bates
Updated over a week ago

Associate a contact to multiple accounts

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago

Pet Profile: Create New

Kara Bates avatar
Written by Kara Bates
Updated over a week ago

Convert a lead into an account

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago

Assign sales reps to a customer record

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago

Setup jet cards

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago

Add travel documents to a contact record

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago

Add multiple addresses to contact record

Matt Slosky avatar
Written by Matt Slosky
Updated over a week ago
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