Learn CRM in 60 seconds - edit customer record

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
Published: 4/11/2011
View Count: 354

Related Software Products
Amphis - Customer
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. Email templates allow you to send standard emails and standard email replies including attachments. Reminders 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 call us. Record ...

Amphis Customer
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. Email templates allow you to send standard emails and standard email replies including attachments. Reminders 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 call us. Record ...


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