Customers at a glance The Customers screen is your central workspace for reviewing every customer account, checking activity totals, opening contacts, importing records, and creating a new customer. ...

Create a customer record before preparing sales documents or setting up a customer project. This guide explains how to enter company details, choose account preferences, and prepare billing and shipping information. Before you begin...

This guide explains how to add a contact under an existing customer account and prepare the contact for portal and notification use. Before you begin: Confirm that the customer account already exists and that you have permi...