Do you have a list of Videos about Customers in EVE

Question

EVE Support · Accepted Answer

1. How to Find a Customer and the Customer Record

This video shows how to find a customer and the customer record: http://www.youtube.com/watch?v=bJ4DFF4-Tc4

2. How to Merge Customers Using the Auto Merge and Manual Merge Options

This video shows how to merge customer records using the auto merge and manual merge options:

https://youtu.be/y74aamLPO4U

3. How to Create a New Customer

This video shows how to create a new customer: https://youtu.be/zNOAtSG1vJg

4. How to Set Up and Use Enquiry Sources

This video shows how to set up and use enquiry sources:

https://youtu.be/iko3RhIs2p0

5. How to Set Up and Use Customer Types

This video shows how to set up and use customer types:

https://youtu.be/pMjQCRS-9LQ

6. How to Set Up and Use Mailing Lists

This video shows how to set up and use mailing lists:

https://youtu.be/j-ZCMRkdtcM

7. How to use the customer search wizard for marketing

This video shows how to use the customer search wizard for marketing:

https://youtu.be/rqawEHrEBms

8. How to Set Up a New Employee

This video shows how set up a new employee:

https://youtu.be/d3GNTTnMebc

9. How to Make Information Mandatory on a Customer Record

This video shows how to make Information Mandatory on a Customer Record:

https://youtu.be/vYARL0AtISI

10. How to Set Up and Manage Customer Enquiries and Followups

This video shows how to set up and manage customer enquiries and followups:

https://youtu.be/rBoZLDujPTY

11. How to Set Up and Use EVE for Contact Calls, Reminders and Popup Notes

This video shows how to set up and use EVE for contact calls, reminders and popup notes:

https://youtu.be/EApgOOXadWI

12. How to Work Out the Value of an Enquiry Source

This video shows how to set up and work out the value of an enquiry source:

https://youtu.be/EUS73_TQdQo