Learn CRM in 60 seconds - edit customer record

Learn CRM Software in 60 Seconds.

CRM Tutorial - Learn how to use CRM Software to edit a customer record.

this video uses Amphis Customer CRM and Invoicing Software

http://www.amphis-software.com

Closed Caption:

so in today's video we couldn't see
edits a customer record for school we
have to find it
which is very easy because and here we
have the recently viewed list
and just their is a custom
I just created so that's pretty but
10 we hadn't recently created when I can
do is use the search
cities here and i cant last name
Wilson a sitter I kids fuse
record set narrowed down my first name
ball city records like to see
is what I want at night the DoubleClick
rock this click on view at
customer and here we go I wanna geez I'm
going to the first look at the customer
a status I'll cells lead
and then currency said
to this dress
and just checked the customer accounts
that only thing and went on with them

Video Length: 01:03
Uploaded By: LearnCRMIn60Seconds
View Count: 280

Related Software Products

Amphis - Customer

Published By:
Amphis Software

Description:
Amphis - Customer is a customer database that makes it easy to generate quotes and invoices, manage your email, keep track of who owes you money, send reminders, store correspondence and sales history. BRBREmail templates allow you to send standard emails and standard email replies including attachments. BRBRReminders help you to get organized eg customers we need to phone or email, quotes or invoices we need to create, invoices that are due or overdue, customers we are expecting to ...

Amphis Customer

Published By:
Amphis Software

Description:
Amphis - Customer is a customer database that makes it easy to generate quotes and invoices, manage your email, keep track of who owes you money, send reminders, store correspondence and sales history. BRBREmail templates allow you to send standard emails and standard email replies including attachments. BRBRReminders help you to get organized eg customers we need to phone or email, quotes or invoices we need to create, invoices that are due or overdue, customers we are expecting to ...

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