Improve overall customer experience and sales performance by keeping your customer contacts organized and well-managed.
From the Main Menu,
1. Go to Data Entry.
2. From Data Entry, go to Customers.
3. From Customers, select a customer. You may enter the round number and/or search the customer’s name for easier navigation.
4. From the customer dashboard, click Contacts.
5. Click New contact, Fill out the necessary information, and at the bottom right of the window, click Save. After saving, contacts will show up inside the grey box on the left-hand side of the window.
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