The CRM has a streamlined Account Dashboard that gives users at-a-glance visibility into key sales metrics. Its interface allows users to easily manage their Accounts and send emails and invoices to their Contacts. The CRM Sales tab provides insights into recent drafts, quotes, Orders on the Account, and recently ordered items. It also includes a complete Activity log that allows users to track the date, the time, and the user who makes updates on the Account.
Zoey Updates
OMS Functionality, Part 4: Order Item Cancellation, Due On Receipt and More
Zoey’s work continues on our Order Management System (OMS) upgrades. We shared previous updates in three earlier posts, and have