Setup Sales & CRM

Sales & Customer is based on tracking certain features of each contact. These features are explained here for initial setup. Here you lay out the course of sales cycle and business processes, and import them into CCS, so that you can take advantage of the contact management reports and services.

Multiple types of employees can be associated with the contact. These representatives are used to help track the customers using several reporting tools.

Event Reports can be displayed based on the customer's assigned representative for Sales Reps. If a manager is logged on an Event Report will pull all records where the Sales Manager matches the current manager.

To find out more, search the KB for CRM Multiple contacts that share a same account will be displayed in searches by typing in the account number in the contact form.

Sales and Lead Tracking are maintained by the contact form.

Accounts marked as Invoiced Accounts will show up on invoicing lists.

Credit card features can be stored safely in the encrypted database. If you store credit card numbers they can be moved here.

CCS will import contacts from outlook. If another source is required, contact ccs.