CRM Module
- Creating Contract Pricing
- Insertion Sequence
- Update Quantities on a Version
- How to Set Up a Default CSR and Sales Rep for a Customer
- Search for an Order Using a Client's PO Number
- Add an Estimate or Order from the Home Screen
- Verify a Customer's Unpaid Balance
- Change the Credit Card on File
- Set up Multiple Email Addresses on a Single Contact
- Customer Alerts
- Midnight CRM App
- CRM Customer Tabs
- Understanding the CRM in Midnight and how to add New Customers
- Managing Cards on File