Organize customers, leads and vendors.
14 articles
About the Contacts App
What is a Contact?
Create a Lead
Create a Customer
Add an Additional Contact to an Existing Customer
Convert a Lead to a Customer
Merge Contacts or Customers
Sub-Customers and Jobs
Create / Edit a Lead Source
Set Custom Pricing with Price Levels
What is the Portal?
Provide Access to Customer Portal
Using the Portal to View and Pay Transactions
Customizing the Customer Portal