CRM
- Customer management
- A deal from requirements to customer quote
- Customers
- Customer page
- VAT number verification
- Deleting customers with an invalid VAT number
- Bulk-accepting address changes
- Pipeline board
- Deal Composer
- Warnings in the Deal Composer
- Requirements
- Requests for quotation (RFQ)
- Quotes
- Creating a quote
- What is the difference between HQ and a branch address?
- Adding and editing branch addresses
- Checking customer details against official registers
- How does the system recognise the site on an invoice?