Accessing the Customer Module
On successful completion of this lesson, students will understand the different sections of the Customer module.
Customers - Level 1
Customer Record
Employee Record
On successful completion of this lesson, students will understand how to set up and use an employee record.
Adding a New Customer Record
On successful completion of this lesson, students will understand how to add a new customer record.
Adding a New Enquiry
On successful completion of this lesson, students will understand how to add a new enquiry.
Groups
On successful completion of this lesson, students will understand how to create new groups and to how find existing groups.
Contact Calls
On successful completion of this lesson, students will understand how to add a contact call and how to search for scheduled contact calls.
Pop-Up Notes
On successful completion of this lesson, students will understand the function of a pop-up note, how to add a pop-up note and how to find pop-up notes.