Organize customers, leads and vendors.
14 articles
About the Contacts AppAn overview of the Contacts App
What is a Contact?The difference between Customers and Contacts.
Create a LeadHow to Create a Lead in the Contacts App
Create a CustomerHow to create a customer and contact within the Contacts App
Add an Additional Contact to an Existing CustomerHow to add additional contacts to existing customers, leads, or vendors
Convert a Lead to a CustomerHow to convert a lead to a customer
Merge Contacts or CustomersIf you have duplicate contacts, leads, customers, or vendors, you can merge them into one.
Sub-Customers and JobsCreating a job/sub-customer in Method.
Create / Edit a Lead SourceAdd or Edit Lead Source Dropdown Options
Set Custom Pricing with Price LevelsGiving a Price Level to a customer
What is the Portal?A secure web page for your customers to view their transactions.
Provide Access to Customer PortalGiving a customer their link to their customer portal.
Using the Portal to View and Pay TransactionsHow a customer can use their portal to view their transactions and pay their bills.
Customizing the Customer PortalThings to consider when customizing the contacts portal.