Scheduled-Calls Information on using the Scheduled Calls Feature: On the “Contacts” screen, define the correct information for your contact. Here you can set the Call Back Date and the Frequency, in case you want to set up an automatic recurrence for the call back. You can also write a Call Note which is some text… Continue reading Use The Scheduled Calls Feature
How To: Match QB Accounts to CRM Accounts To match QuickBook Accounts with CRM Accounts you must match the current Customers/Vendors in CRM with the Customers/Vendors in QuickBooks. To do that you do the following: 1. Go to Administration – Acct Link Do Not Match screen. 2. Use the navigation arrow buttons (First, Previous, Next,… Continue reading Match QB Accounts To CRM Accounts
How To: Import Inventory Lots Take these steps to Import Inventory Lots: 1. Go to Data – Import Stock 2. If you have multiple companies select the Company that the Stock is being bought under. 3. Select the Vendor you got the parts from. 4. Select the Excel or CSV file that you wish to… Continue reading Import Inventory Lots
