CRM and Customer History By Koushik DeyAdvancePro University CRM SalesLeave a comment Synopsis: How can I duplicate a previous order? How can I track interactions or calls to a customer? How can I see if a customer has paid their invoices? December 7, 2017 Details
Customer Pricing By Darryl ReidAccounting AdvancePro University CRM Pricing SalesLeave a comment Synopsis: How Can I import customer pricing schemes from a Spreadsheet? How can I associate a pricelist to a group? How can I give a customer a specific price for a specific product? how can I give a group of customers a discount across all products or across a category of products? January 18, 2017 Details