Simon Clive at 02:10, 19 December 2011

2011-12-19T02:10:04Z

Simon Clive: Created page with "Defining Customers Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Cu..."

2011-06-28T02:53:52Z

Created page with "Defining Customers Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Cu..."

New page

Defining Customers

Where do you assign a Source to a Customer?

Do you know where to locate the Preference to force the entry of a 'Source' when creating
a new Customer?

Go into Sales, Customer List and highlight the Customer you are wanting to Define.

This will open the Customer Tab. Click on General and check the Source has been added.

The reason for this is to keep a record of :

(a) Where the Customer was sourced from.
(b) And also, how many contacts you have had with them.

This also helps to work out the ratio of which is the best sourse that most customers come from.

@@ Line 1: / Line 1: @@
-Defining Customers
+'''Defining Customers'''
 Where do you assign a Source to a Customer?
-Do you know where to locate the Preference to force the entry of a 'Source' when creating
+*From the '''Sales''' module select the '''Customer List''' and highlight the '''Customer''' you are wanting to Define.
-a new Customer?
+*From the '''Customer''' card select the '''General''' tab
+*Select a '''Source''' from the '''Drop Down'''
-Go into Sales, Customer List and highlight the Customer you are wanting to Define.
+*This will enable you to '''Track''' where the '''Customer''' was sourced from and how many contacts you have had with them.
-−
-This will open the Customer Tab. Click on General and check the Source has been added.
-−
-The reason for this is to keep a record of :
-−
-            (a)    Where the Customer was sourced from.
-            (b)    And also, how many contacts you have had with them.
-−
-This also helps to work out the ratio of which is the best sourse that most customers come from.

3 Defining Customers - Revision history

Simon Clive at 02:10, 19 December 2011

Simon Clive: Created page with "Defining Customers Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Cu..."